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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	HR Howe & Rusling Rochester, New York	$4K	-$569	1	0%	Reduced
1177	JCM Julex Capital Management Wellesley, Massachusetts	$4K	-$17.8K	2	0%	Reduced
1178	PMFA Plante Moran Financial Advisors Southfield, Michigan	$4K	$0	1	0%	Maintained
1179	TD Ameritrade Investment Management Omaha, Nebraska	$4K	-$190	1	0%	Reduced
1180	RE RBC Europe London, United Kingdom	$3.16K	-$5.98K	1	0%	Reduced
1181	BFC Bedel Financial Consulting Indianapolis, Indiana	$3K	+$2.48K	1	0%	New
1182	Larson Financial Group St Louis, Missouri	$3K	+$190	1	0%	Increased
1183	NC NewSquare Capital Newtown Square, Pennsylvania	$3K	-$953	1	0%	Reduced
1184	PHK Point72 Hong Kong Hong Kong	$3K	+$2.4K	2	0%	New
1185	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
1186	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2K	+$1.9K	1	0%	New
1187	CX Institutional Auburn, Indiana	$2K	-$14.5K	1	0%	Reduced
1188	LWM Lenox Wealth Management Cincinnati, Ohio	$2K	$0	1	0%	Maintained
1189	MCM McMillion Capital Management Greensboro, North Carolina	$2K	+$2.09K	1	0%	New
1190	SM SG3 Management Dorado, Puerto Rico	$2K	-$947K	1	0%	Reduced
1191	SIS Sound Income Strategies Ft Lauderdale, Florida	$2K	$0	2	0%	Maintained
1192	Tortoise Capital Advisors Overland Park, Kansas	$2K	$0	1	0%	Maintained
1193	Altshuler Shaham Tel Aviv, Israel	$1K	+$1.33K	1	0%	New
1194	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	+$379	1	0%	New
1195	1832 Asset Management Toronto, Ontario, Canada	$0	-$216K	0	–	Closed
1196	APG Abacus Planning Group Columbia, South Carolina	$0	-$275K	0	–	Closed
1197	AC Addison Capital Conshohocken, Pennsylvania	$0	-$331K	0	–	Closed
1198	Advent Capital Management New York	$0	-$41K	0	–	Closed
1199	Advisory Alpha Holland, Michigan	$0	-$9K	0	–	Closed
1200	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$0	-$12K	0	–	Closed