← All themes Artificial Intelligence

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	KCPG Kavar Capital Partners Group Leawood, Kansas	$21K	+$21K	1	0.01%	New
1127	SNT Security National Trust Wheeling, West Virginia	$21K	$0	1	0.01%	Maintained
1128	TFA Toth Financial Advisory Leesburg, Virginia	$21K	$0	1	0%	Maintained
1129	Close Asset Management London, United Kingdom	$20K	$0	1	0%	Maintained
1130	VRM Vectors Research Management New York	$19K	$0	2	0.01%	Maintained
1131	CYG Clean Yield Group Norwich, Vermont	$17K	$0	1	0.01%	Maintained
1132	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$17K	$0	2	0.01%	Maintained
1133	FA Financial Advantage Columbia, Maryland	$15K	$0	1	0.01%	Maintained
1134	SWP Strategic Wealth Partners Independence, Ohio	$15K	+$15.7K	1	0.01%	New
1135	TL TrueWealth LLC Atlanta, Georgia	$15K	-$3K	1	0.01%	Reduced
1136	WAS Winch Advisory Services Appleton, Wisconsin	$15K	$0	2	0.01%	Maintained
1137	ACS Archford Capital Strategies Swansea, Illinois	$14K	$0	1	0.01%	Maintained
1138	TCI Wealth Advisors Tucson, Arizona	$14K	-$5.33K	3	0.01%	Reduced
1139	APC Aspire Private Capital Cornelius, North Carolina	$13K	$0	2	0.01%	Maintained
1140	CFA Carroll Financial Associates Charlotte, North Carolina	$13K	+$12.2K	2	0%	Increased
1141	GWS Glassman Wealth Services Vienna, Virginia	$13K	-$682	2	0.01%	Reduced
1142	LWA Lenox Wealth Advisors New York	$13K	+$13.3K	1	0%	New
1143	AWM Avondale Wealth Management West Lake Hills, Texas	$12K	$0	1	0.01%	Maintained
1144	Citizens Financial Group Providence, Rhode Island	$12K	-$39.9K	1	0%	Reduced
1145	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$12K	$0	1	0%	Maintained
1146	DOA D'Orazio & Associates Falls Church, Virginia	$11K	$0	1	0%	Maintained
1147	LWM Liberty Wealth Management Oakland, California	$11K	+$11K	2	0.01%	New
1148	DWA Dorsey Wright & Associates Pasadena, California	$10K	+$2.66K	1	0%	Increased
1149	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$10K	$0	1	0.01%	Maintained
1150	Kayne Anderson Rudnick Investment Management Los Angeles, California	$10K	+$9.84K	2	0%	New