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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	GEA Glen Eagle Advisors Kingston, New Jersey	$9.52K	+$4.74K	2	0.01%	Increased
1152	Balentine LLC Atlanta, Georgia	$9K	+$8.56K	2	0%	New
1153	FBT First Bank & Trust Brookings, South Dakota	$8K	+$8.2K	1	0.01%	New
1154	PB Pinnacle Bancorp Beatrice, Nebraska	$8K	$0	1	0%	Maintained
1155	EWA Evolution Wealth Advisors Aventura, Florida	$7K	-$103K	2	0%	Reduced
1156	ME McIlrath & Eck Arlington, Washington	$7K	$0	2	0%	Maintained
1157	WCG Weaver Consulting Group Huntington Beach, California	$7K	$0	2	0%	Maintained
1158	BWM Baystate Wealth Management Boston, Massachusetts	$6K	-$15K	1	0%	Reduced
1159	LWA Lowe Wealth Advisors Columbia, Maryland	$6K	$0	1	0%	Maintained
1160	PK Pflug Koory Omaha, Nebraska	$6K	$0	1	0%	Maintained
1161	TA TCG Advisors Austin, Texas	$6K	+$6.07K	1	0.01%	New
1162	CBT Capital Bank & Trust Irvine, California	$5K	+$4.74K	1	0%	New
1163	CA Centerpoint Advisors Needham, Massachusetts	$5K	$0	1	0%	Maintained
1164	EWM Elmwood Wealth Management Berkeley, California	$5K	$0	1	0%	Maintained
1165	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$5K	+$3.23K	1	0%	Increased
1166	MCM MV Capital Management Bethesda, Maryland	$5K	-$4.69K	2	0%	Reduced
1167	NR Newfound Research Wellesley Hills, Massachusetts	$5K	$0	2	0%	Maintained
1168	POIA Pin Oak Investment Advisors Houston, Texas	$5K	+$1.6K	1	0%	Increased
1169	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	$0	1	0%	Maintained
1170	SA SRH Advisors Salina, Kansas	$5K	$0	1	0.02%	Maintained
1171	APW Acima Private Wealth Richmond, Virginia	$4K	$0	1	0%	Maintained
1172	CHC City Holding Co Charleston, West Virginia	$4K	$0	1	0%	Maintained
1173	EIP Ellis Investment Partners Berwyn, Pennsylvania	$4K	+$3.81K	1	0%	New
1174	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$4K	-$62K	1	0.01%	Reduced
1175	HRC Hoertkorn Richard Charles	$4K	$0	1	0%	Maintained