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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	RWA Ropes Wealth Advisors Boston, Massachusetts	$38K	-$30.4K	2	0.01%	Reduced
1102	BWA BDO Wealth Advisors Jacksonville, Florida	$37K	$0	1	0.01%	Maintained
1103	PCTC Perkins Coie Trust Company Seattle, Washington	$37K	$0	1	0.02%	Maintained
1104	WPA West Paces Advisors Atlanta, Georgia	$35.3K	$0	2	0.02%	Maintained
1105	EWM Executive Wealth Management Brighton, Michigan	$35K	+$4.19K	2	0%	Increased
1106	LJHT Laurie J. Hall Trustee	$35K	$0	2	0.02%	Maintained
1107	MUFG Americas New York	$33K	+$14.2K	1	0%	Increased
1108	GCM Gables Capital Management Miami, Florida	$32K	$0	1	0.03%	Maintained
1109	BWP Baldwin Wealth Partners Marion, Massachusetts	$30K	$0	1	0%	Maintained
1110	CCM Cribstone Capital Management Augusta, Maine	$28K	-$5.88K	1	0.02%	Reduced
1111	H Hexavest Montreal, Quebec, Canada	$28K	+$27.9K	1	0%	New
1112	PCM Princeton Capital Management Red Bank, New Jersey	$28K	$0	1	0.01%	Maintained
1113	VNA Valley National Advisers Bethlehem, Pennsylvania	$28K	-$9.14K	3	0.01%	Reduced
1114	CIA Cascade Investment Advisors Oregon City, Oregon	$26.8K	-$19.1K	2	0.02%	Reduced
1115	M MOTCO San Antonio, Texas	$26K	+$25.9K	2	0%	New
1116	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$25K	-$1.33K	2	0.02%	Reduced
1117	HI Hudock Inc Williamsport, Pennsylvania	$25K	+$876	2	0.01%	Increased
1118	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$24K	$0	1	0.02%	Maintained
1119	FFC First Financial Corp Terre Haute, Indiana	$24K	$0	1	0.02%	Maintained
1120	WCM Whitener Capital Management Rocky Mount, North Carolina	$24K	-$19.1K	1	0.01%	Reduced
1121	Destination Wealth Management Walnut Creek, California	$23K	-$3.15K	1	0%	Reduced
1122	FPB First PREMIER Bank Sioux Falls, South Dakota	$23K	$0	1	0.01%	Maintained
1123	GWA Guidant Wealth Advisors Palatine, Illinois	$23K	$0	1	0.01%	Maintained
1124	SFSIG San Francisco Sentry Investment Group San Francisco, California	$23K	-$16K	2	0.01%	Reduced
1125	FWC First Washington Corp Seattle, Washington	$22K	$0	1	0.01%	Maintained