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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	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$60K	+$10K	2	0.01%	Increased
1177	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$59K	$0	1	0.02%	Maintained
1178	Carson Wealth (CWM LLC) Omaha, Nebraska	$58K	-$33.8K	2	0%	Reduced
1179	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$57K	+$8.11K	2	0.03%	Increased
1180	VIA Vantage Investment Advisors State College, Pennsylvania	$57K	+$58.7K	1	0.01%	New
1181	ACM Alethea Capital Management Mercer Island, Washington	$55K	+$56.8K	1	0.09%	New
1182	RWA Ropes Wealth Advisors Boston, Massachusetts	$55K	$0	1	0.01%	Maintained
1183	EAM Exane Asset Management Paris, France	$52.5K	+$58.6K	1	0.02%	New
1184	Bartlett & Co Wealth Management Cincinnati, Ohio	$52.4K	$0	1	0%	Maintained
1185	Bartlett & Co Cincinnati, Ohio	$52K	$0	1	0%	Maintained
1186	GAM Gemmer Asset Management Walnut Creek, California	$51K	+$8.6K	3	0.02%	Increased
1187	First Manhattan New York	$50K	+$18.6K	2	0%	Increased
1188	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$49K	+$5.08K	1	0.03%	Increased
1189	JFA JNBA Financial Advisors Bloomington, Minnesota	$47K	$0	1	0.01%	Maintained
1190	Farmers & Merchants Investments Inc Lincoln, Nebraska	$46K	+$16.2K	2	0%	Increased
1191	TFO Tarbox Family Office Newport Beach, California	$44K	-$578	2	0.02%	Reduced
1192	WPA West Paces Advisors Atlanta, Georgia	$43.3K	$0	2	0.03%	Maintained
1193	SIM Sonora Investment Management Tucson, Arizona	$43K	+$37.9K	2	0.01%	Increased
1194	AGF Investments Inc Toronto, Ontario, Canada	$42K	-$59.3M	1	0%	Reduced
1195	BWA BDO Wealth Advisors Jacksonville, Florida	$42K	-$34.7K	1	0.01%	Reduced
1196	MCM Mainstay Capital Management Grand Blanc, Michigan	$41K	+$27K	2	0.03%	Increased
1197	VNA Valley National Advisers Bethlehem, Pennsylvania	$41K	-$321	3	0.02%	Reduced
1198	BWP Baldwin Wealth Partners Marion, Massachusetts	$40K	$0	1	0.01%	Maintained
1199	CBT Capital Bank & Trust Irvine, California	$40K	-$11.9K	2	0%	Reduced
1200	LJHT Laurie J. Hall Trustee	$38K	-$5.78K	2	0.02%	Reduced