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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	NF Nikulski Financial Bettendorf, Iowa	$242K	+$270K	1	0.22%	New
1077	SLF Sun Life Financial Toronto, Ontario, Canada	$242K	+$212K	2	0.03%	Increased
1078	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$238K	+$26.3K	1	0.07%	Increased
1079	DI Dalton Investments Las Vegas, Nevada	$236K	$0	1	0.1%	Maintained
1080	SIA Starfire Investment Advisers Southfield, Michigan	$235K	$0	1	0.12%	Maintained
1081	Evercore Wealth Management New York	$233K	-$12.4K	1	0.01%	Reduced
1082	PCM Palouse Capital Management Spokane, Washington	$233K	+$13.5K	1	0.08%	Increased
1083	TCOT Trust Company of Toledo Holland, Ohio	$233K	$0	1	0.06%	Maintained
1084	CC Cipher Capital New York	$231K	-$298K	1	0.05%	Reduced
1085	CWM Chesapeake Wealth Management Williamsburg, Virginia	$230K	-$117K	1	0.11%	Reduced
1086	KA Kaizen Advisory Wheaton, Illinois	$228K	+$150K	2	0.12%	Increased
1087	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$228K	-$53.9K	2	0.02%	Reduced
1088	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$226K	-$10.3K	1	0.02%	Reduced
1089	Fulton Bank Lancaster, Pennsylvania	$225K	$0	1	0.02%	Maintained
1090	MHS M Holdings Securities Portland, Oregon	$225K	-$1.57K	1	0.06%	Reduced
1091	Buckingham Strategic Wealth Clayton, Missouri	$219K	-$12.7K	1	0.04%	Reduced
1092	FMT First Mercantile Trust Cordova, Tennessee	$219K	-$17.5K	1	0.04%	Reduced
1093	BFO Biltmore Family Office Charlotte, North Carolina	$218K	-$279K	1	0.11%	Reduced
1094	NFG Next Financial Group Houston, Texas	$216K	-$396K	1	0.08%	Reduced
1095	CPA Capital Planning Advisors Roseville, California	$213K	-$1.35K	1	0.1%	Reduced
1096	Trillium Asset Management Boston, Massachusetts	$212K	$0	1	0.01%	Maintained
1097	NFG Nadler Financial Group Deerfield, Illinois	$210K	-$162	1	0.06%	Reduced
1098	SFM Signature Financial Management Norfolk, Virginia	$210K	+$216K	1	0.04%	New
1099	WTB Washington Trust Bank Spokane, Washington	$207K	-$9.25K	2	0.03%	Reduced
1100	Gradient Investments Arden Hills, Minnesota	$206K	+$140K	3	0.01%	Increased