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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	CPA Cowen Prime Advisors New York	$52K	-$24.5K	1	0.03%	Reduced
1077	CFD Creative Financial Designs Kokomo, Indiana	$52K	+$190	2	0.03%	Increased
1078	PO Private Ocean San Rafael, California	$50K	$0	1	0.01%	Maintained
1079	VEA Virtus ETF Advisers New York	$49K	+$48.8K	2	0.01%	New
1080	Farmers & Merchants Investments Inc Lincoln, Nebraska	$48K	+$1.6K	2	0%	Increased
1081	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$47K	$0	1	0.02%	Maintained
1082	HMS Hanseatic Management Services Albuquerque, New Mexico	$47K	+$47.4K	1	0.05%	New
1083	Bartlett & Co Wealth Management Cincinnati, Ohio	$46.3K	$0	1	0%	Maintained
1084	Bartlett & Co Cincinnati, Ohio	$46K	$0	1	0%	Maintained
1085	CH Canton Hathaway Providence, Rhode Island	$46K	$0	1	0.03%	Maintained
1086	QCIG Quad-Cities Investment Group Davenport, Iowa	$46K	-$19.1K	1	0.04%	Reduced
1087	TF Tompkins Financial Ithaca, New York	$46K	$0	1	0.01%	Maintained
1088	GAM Gemmer Asset Management Walnut Creek, California	$45K	+$5.6K	2	0.01%	Increased
1089	Global Retirement Partners San Rafael, California	$45K	-$190	2	0.01%	Reduced
1090	TFO Tarbox Family Office Newport Beach, California	$45K	+$4.48K	4	0.01%	Increased
1091	FGAM Financial Gravity Asset Management Lakeway, Texas	$41K	-$18.6K	4	0.03%	Reduced
1092	VCM Versant Capital Management Phoenix, Arizona	$41K	-$34.7K	3	0.02%	Reduced
1093	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$40K	$0	1	0.01%	Maintained
1094	AC Avestar Capital New York	$39K	$0	2	0.02%	Maintained
1095	RBC Roble Belko & Company Sewickley, Pennsylvania	$39K	-$28K	1	0.01%	Reduced
1096	DSC Duncker Streett & Co St. Louis, Missouri	$38K	$0	1	0.01%	Maintained
1097	FPFS First Personal Financial Services Charlotte, North Carolina	$38K	+$3.42K	2	0.01%	Increased
1098	JFA JNBA Financial Advisors Bloomington, Minnesota	$38K	+$3.81K	1	0.01%	Increased
1099	LF Lee Financial Dallas, Texas	$38K	$0	1	0.01%	Maintained
1100	NCM Next Capital Management New York	$38K	+$38.1K	2	0.03%	New