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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
1101	TCOV Trust Company of Vermont Brattleboro, Vermont	$42K	+$818	2	0%	Increased
1102	Bartlett & Co Cincinnati, Ohio	$41K	$0	1	0%	Maintained
1103	BCM Brasada Capital Management Houston, Texas	$41K	+$43.1K	1	0.01%	New
1104	EARNEST Partners Atlanta, Georgia	$37K	+$38.3K	2	0%	New
1105	JFA JNBA Financial Advisors Bloomington, Minnesota	$37K	$0	1	0.01%	Maintained
1106	Pathstone Family Office Englewood, New Jersey	$37K	$0	1	0.02%	Maintained
1107	WPA West Paces Advisors Atlanta, Georgia	$36.7K	-$5.08K	2	0.03%	Reduced
1108	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$35K	+$37.3K	1	0.01%	New
1109	CCM Cribstone Capital Management Augusta, Maine	$35K	-$2.12K	2	0.02%	Reduced
1110	TFA Toth Financial Advisory Leesburg, Virginia	$35K	+$36.2K	1	0.01%	New
1111	JCM Jacobi Capital Management Pittston, Pennsylvania	$34K	-$118K	2	0.01%	Reduced
1112	CB Community Bank Dewitt, New York	$33K	+$35.6K	1	0%	New
1113	MUFG Americas New York	$33K	-$3.57K	2	0%	Reduced
1114	Valeo Financial Advisors Carmel, Indiana	$33K	-$1.16K	1	0.01%	Reduced
1115	VCM Versant Capital Management Phoenix, Arizona	$32K	$0	2	0.01%	Maintained
1116	CAPTRUST Financial Advisors Raleigh, North Carolina	$31K	+$32.5K	2	0%	New
1117	DSI Daiwa SB Investments Tokyo, Japan	$30K	+$10.1K	2	0.01%	Increased
1118	DBT Dubuque Bank & Trust Dubuque, Iowa	$29K	$0	1	0%	Maintained
1119	AWM AllSquare Wealth Management Albany, New York	$28K	-$1.38K	1	0.02%	Reduced
1120	SMG Spectrum Management Group Indianapolis, Indiana	$28K	$0	1	0.01%	Maintained
1121	TCM Tradewinds Capital Management Bellingham, Washington	$28K	$0	2	0.01%	Maintained
1122	Gradient Investments Arden Hills, Minnesota	$27K	+$28.8K	2	0%	New
1123	GFP Gryphon Financial Partners Columbus, Ohio	$27K	+$27.3K	2	0.02%	New
1124	SNT Security National Trust Wheeling, West Virginia	$27K	$0	1	0.01%	Maintained
1125	WAM Watermark Asset Management San Ramon, California	$27K	$0	1	0.01%	Maintained