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AI Memory & HBM

High-bandwidth memory sits beside the processor in an AI accelerator and feeds it data fast enough to keep the compute busy. Supply is concentrated among a few memory makers, which makes the group a tight bottleneck on AI build-out.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1076	PO Private Ocean San Rafael, California	$63K	+$9.52K	1	0.04%	Increased
1077	Harvest Fund Management Beijing, China	$59K	-$1.9M	1	0.01%	Reduced
1078	RWA Ropes Wealth Advisors Boston, Massachusetts	$59K	$0	1	0.02%	Maintained
1079	CIA Cascade Investment Advisors Oregon City, Oregon	$57.6K	$0	1	0.05%	Maintained
1080	GAM Gemmer Asset Management Walnut Creek, California	$57K	+$7.54K	3	0.02%	Increased
1081	DSN D. Scott Neal Lexington, Kentucky	$56K	$0	1	0.03%	Maintained
1082	TFS TrustCore Financial Services Brentwood, Tennessee	$55K	+$57.1K	2	0.02%	New
1083	WA WealthTrust-Arizona Scottsdale, Arizona	$54K	-$14.5K	1	0.03%	Reduced
1084	BWP Baldwin Wealth Partners Marion, Massachusetts	$52K	-$9K	1	0.01%	Reduced
1085	SSB Sandy Spring Bank Olney, Maryland	$52K	+$44.2K	1	0%	Increased
1086	FMB Field & Main Bank Henderson, Kentucky	$51K	+$54K	1	0.05%	New
1087	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$50K	+$17K	1	0.04%	Increased
1088	KPCM Kings Point Capital Management Great Neck, New York	$49K	-$12.9K	1	0.01%	Reduced
1089	AIL AGF Investments LLC Toronto, Ontario, Canada	$47K	+$20.4K	2	0.01%	Increased
1090	LJHT Laurie J. Hall Trustee	$47K	-$21.7K	2	0.03%	Reduced
1091	SWP Strategic Wealth Partners Independence, Ohio	$47K	+$44.2K	1	0.03%	New
1092	Chicago Partners Investment Group Chicago, Illinois	$45K	-$3.56K	1	0.01%	Reduced
1093	Global Retirement Partners San Rafael, California	$45K	+$41.2K	2	0.01%	Increased
1094	CBT Capital Bank & Trust Irvine, California	$44K	-$35.9K	2	0%	Reduced
1095	PCTC Perkins Coie Trust Company Seattle, Washington	$44K	-$38.3K	1	0.02%	Reduced
1096	PCP Proficio Capital Partners Newton, Massachusetts	$43K	+$1.25K	2	0.01%	Increased
1097	VEA Virtus ETF Advisers New York	$43K	+$45.5K	2	0.05%	New
1098	FMA FNY Managed Accounts New York	$42K	-$1.23M	2	0.04%	Reduced
1099	MGO One Seven Beachwood, Ohio	$42K	+$44.8K	2	0.02%	New
1100	TFO Tarbox Family Office Newport Beach, California	$42K	-$1.97K	2	0.02%	Reduced