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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	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$85K	+$70.8K	1	0.06%	Increased
1152	CFD Creative Financial Designs Kokomo, Indiana	$83K	-$26.1K	2	0.05%	Reduced
1153	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$82K	$0	1	0.06%	Maintained
1154	VHMC Value Holdings Management Company Hampton Bays, New York	$82K	+$83.4K	1	0.03%	New
1155	WA WealthTrust-Arizona Scottsdale, Arizona	$82K	+$5.68K	1	0.04%	Increased
1156	AF Advisornet Financial Minnetonka, Minnesota	$79K	-$76K	2	0.01%	Reduced
1157	Chicago Partners Investment Group Chicago, Illinois	$78K	+$20.9K	2	0.01%	Increased
1158	PO Private Ocean San Rafael, California	$78K	+$10.4K	1	0.04%	Increased
1159	RFA Reilly Financial Advisors La Mesa, California	$74K	$0	3	0.01%	Maintained
1160	CIA Cascade Investment Advisors Oregon City, Oregon	$73.4K	$0	1	0.07%	Maintained
1161	ARTA A.R.T. Advisors New York	$73K	-$4.45M	1	0%	Reduced
1162	TCM Tanaka Capital Management New York	$73K	+$80.9K	1	0.18%	New
1163	TFS TrustCore Financial Services Brentwood, Tennessee	$72K	+$5.57K	3	0.03%	Increased
1164	DSN D. Scott Neal Lexington, Kentucky	$71K	$0	1	0.04%	Maintained
1165	Allworth Financial Folsom, California	$70K	+$47K	2	0%	Increased
1166	CPA Cowen Prime Advisors New York	$70K	$0	1	0.03%	Maintained
1167	KPCM Kings Point Capital Management Great Neck, New York	$68K	$0	1	0.01%	Maintained
1168	VEA Virtus ETF Advisers New York	$68K	+$2.92K	2	0.06%	Increased
1169	CAC Certified Advisory Corp Altamonte Springs, Florida	$64K	+$12.2K	1	0.04%	Increased
1170	PCP Proficio Capital Partners Newton, Massachusetts	$64K	+$5.38K	2	0.03%	Increased
1171	BCM Blume Capital Management Berkeley, California	$63K	$0	1	0.03%	Maintained
1172	IP Intellectus Partners San Francisco, California	$63K	+$54.1K	2	0.02%	Increased
1173	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$63K	-$109K	2	0.04%	Reduced
1174	Destination Wealth Management Walnut Creek, California	$61K	-$756	2	0%	Reduced
1175	Loomis, Sayles & Company Boston, Massachusetts	$60K	+$56K	3	0%	Increased