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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
1151	CCS Crosspoint Capital Strategies Orinda, California	$11K	+$3.11K	1	0.01%	Increased
1152	DVM Dreman Value Management West Palm Beach, Florida	$11K	$0	1	0.01%	Maintained
1153	HS Horan Securities Cincinnati, United States	$11K	+$2.15K	1	0.01%	Increased
1154	MCM Mainstay Capital Management Grand Blanc, Michigan	$11K	+$11.5K	2	0.01%	New
1155	PMFA Plante Moran Financial Advisors Southfield, Michigan	$11K	-$603	1	0.01%	Reduced
1156	WAS Winch Advisory Services Appleton, Wisconsin	$11K	+$11.6K	1	0.01%	New
1157	Winslow Capital Management Minneapolis, Minnesota	$11K	-$215	1	0%	Reduced
1158	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$10K	+$10.3K	3	0.01%	New
1159	FCMT Founders Capital Management (Texas) Houston, Texas	$10K	$0	1	0.01%	Maintained
1160	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$10K	-$590	2	0.01%	Reduced
1161	PCM Poehling Capital Management Madison, Wisconsin	$10K	+$10.8K	1	0.01%	New
1162	1832 Asset Management Toronto, Ontario, Canada	$9K	-$1.74M	1	0%	Reduced
1163	ACM Armbruster Capital Management Pittsford, New York	$9K	+$9.91K	1	0%	New
1164	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$9K	$0	1	0%	Maintained
1165	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$8.47K	$0	1	0.01%	Maintained
1166	AP Advisors Preferred Rockville, Maryland	$8K	+$8.74K	1	0%	New
1167	IWP Icon Wealth Partners Houston, Texas	$8K	+$8.49K	1	0%	New
1168	LNB Ledyard National Bank	$8K	-$24.4K	2	0%	Reduced
1169	MCM MV Capital Management Bethesda, Maryland	$8K	+$3.54K	1	0%	Increased
1170	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$8K	+$9.63K	1	0.01%	New
1171	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$8K	+$8.25K	1	0.01%	New
1172	ATC Adirondack Trust Company Saratoga Springs, New York	$7K	+$7.86K	1	0.01%	New
1173	BTIS BB&T Investment Services Charlotte, North Carolina	$7K	+$5.04K	2	0%	Increased
1174	CB CNB Bank Clearfield, Pennsylvania	$7K	+$7.07K	1	0%	New
1175	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$7K	$0	1	0.01%	Maintained