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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
1126	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$148K	+$7.99K	2	0.1%	Increased
1127	EA Edge Advisors Atlanta, Georgia	$148K	-$14.8K	2	0.01%	Reduced
1128	TCOV Trust Company of Vermont Brattleboro, Vermont	$143K	+$107K	2	0.01%	Increased
1129	AC Avestar Capital New York	$142K	+$12.5K	2	0.09%	Increased
1130	ADL Asset Dedication LLC San Francisco, California	$138K	+$108	1	0.05%	Increased
1131	EMG ETF Managers Group Summit, New Jersey	$136K	-$149K	2	0.01%	Reduced
1132	JA JOYN Advisors Atlanta, Georgia	$135K	-$9.24K	4	0.03%	Reduced
1133	RCG Ruggie Capital Group Tavares, Florida	$134K	$0	1	0.07%	Maintained
1134	Welch & Forbes Boston, Massachusetts	$133K	$0	1	0%	Maintained
1135	AFIA America First Investment Advisors Omaha, Nebraska	$131K	+$135K	1	0.04%	New
1136	MCA Mercer Capital Advisers Little Silver, New Jersey	$130K	+$9.63K	1	0.09%	Increased
1137	AIP Almanack Investment Partners Wayne, Pennsylvania	$123K	+$24.3K	1	0.06%	Increased
1138	FAM Fortaleza Asset Management Chicago, Illinois	$122K	+$128K	1	0.99%	New
1139	LFA Legacy Financial Advisors Covington, Kentucky	$118K	+$5.41K	2	0.04%	Increased
1140	AW Alpha Windward Westwood, Massachusetts	$111K	-$497K	2	0.07%	Reduced
1141	TCM Tradewinds Capital Management Bellingham, Washington	$109K	+$86.9K	2	0.05%	Increased
1142	ACS Archford Capital Strategies Swansea, Illinois	$107K	+$18.3K	1	0.04%	Increased
1143	WOC West Oak Capital Westlake Village, California	$102K	$0	2	0.06%	Maintained
1144	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$102K	-$15.1K	4	0.04%	Reduced
1145	AA AlphaMark Advisors Ft. Wright, Kentucky	$100K	+$102K	2	0.04%	Increased
1146	Castleark Management Chicago, Illinois	$100K	$0	1	0%	Maintained
1147	NSIM North Star Investment Management Chicago, Illinois	$100K	$0	2	0.01%	Maintained
1148	TF Tompkins Financial Ithaca, New York	$99K	$0	1	0.02%	Maintained
1149	Centiva Capital New York	$88K	+$22.8K	1	0.02%	Increased
1150	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$86K	-$57K	2	0.08%	Reduced