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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
1176	OFW Omnia Family Wealth Aventura, Florida	$7K	-$16.9K	2	0%	Reduced
1177	SIM Sonora Investment Management Tucson, Arizona	$6.26K	$0	1	0%	Maintained
1178	CA Centerpoint Advisors Needham, Massachusetts	$6K	+$5.75K	1	0.01%	New
1179	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$6K	+$5.89K	1	0.01%	New
1180	IP Isthmus Partners Madison, Wisconsin	$6K	$0	1	0%	Maintained
1181	PK Pflug Koory Omaha, Nebraska	$6K	$0	1	0%	Maintained
1182	PW Price Wealth Austin, Texas	$6K	+$7.07K	1	0%	New
1183	RAM Riggs Asset Management Dallas, Pennsylvania	$6K	$0	1	0%	Maintained
1184	ME McIlrath & Eck Arlington, Washington	$5K	+$5.31K	1	0%	New
1185	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$5K	+$5.17K	1	0.02%	New
1186	AF Arrow Financial Glens Falls, New York	$4K	+$4.31K	1	0%	New
1187	CHC City Holding Co Charleston, West Virginia	$4K	$0	1	0%	Maintained
1188	First Manhattan New York	$4K	+$4.52K	1	0%	New
1189	HRC Hoertkorn Richard Charles	$4K	+$4.31K	1	0%	New
1190	MSA Marino Stram & Associates Braintree, Massachusetts	$4K	+$4.52K	1	0%	New
1191	MWM Mascoma Wealth Management Hanover, New Hampshire	$4K	$0	1	0%	Maintained
1192	M MOTCO San Antonio, Texas	$4K	-$51.1K	1	0%	Reduced
1193	POIA Pin Oak Investment Advisors Houston, Texas	$4K	+$4.31K	1	0%	New
1194	FFG Ford Financial Group Fresno, California	$3K	+$3.93K	1	0%	New
1195	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
1196	AC Avestar Capital New York	$2K	+$2.69K	2	0%	New
1197	GWS Glassman Wealth Services Vienna, Virginia	$2K	+$848	2	0%	Increased
1198	HFM Hartford Financial Management Hartford, Connecticut	$2K	$0	1	0%	Maintained
1199	PS Portfolio Strategies Monsey, New York	$2K	+$2.07K	1	0%	New
1200	RCG Ruggie Capital Group Tavares, Florida	$2K	+$2.15K	1	0%	New