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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
1201	SAM Shamrock Asset Management Dallas, Texas	$2K	+$2.15K	1	0%	New
1202	SIS Sound Income Strategies Ft Lauderdale, Florida	$2K	+$1.95K	2	0%	New
1203	TG TLP Group Evanston, Illinois	$2K	+$1.97K	1	0%	New
1204	CPA Clear Perspective Advisors Aurora, Illinois	$1K	+$1.08K	1	0%	New
1205	HR Howe & Rusling Rochester, New York	$1K	+$948	1	0%	New
1206	HH HWG Holdings Houston, Texas	$1K	$0	1	0%	Maintained
1207	LWM Lenox Wealth Management Cincinnati, Ohio	$1K	+$14.7K	1	0%	New
1208	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1K	$0	1	0%	Maintained
1209	4IG 440 Investment Group Overland Park, Kansas	$0	-$434K	0	–	Closed
1210	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$333K	0	–	Closed
1211	AGM Alpine Global Management New York	$0	-$538K	0	–	Closed
1212	AFNAS American Financial Network Advisory Services Calabasas, California	$0	-$20K	0	–	Closed
1213	ANBT American National Bank & Trust Wichita Falls, Texas	$0	-$34K	0	–	Closed
1214	AAM Ardevora Asset Management London, United Kingdom	$0	-$33.2M	0	–	Closed
1215	Baker Avenue Asset Management San Francisco, California	$0	-$231K	0	–	Closed
1216	BC Beaconlight Capital New York	$0	-$5.4M	0	–	Closed
1217	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$0	-$2.29M	0	–	Closed
1218	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$17.7M	0	–	Closed
1219	BRF B. Riley Financial Los Angeles, California	$0	-$3.67M	0	–	Closed
1220	BA Bristlecone Advisors Bellevue, Washington	$0	-$18K	0	–	Closed
1221	CGM Capital Growth Management Boston, Massachusetts	$0	-$130M	0	–	Closed
1222	CMG Cavalry Management Group San Francisco, California	$0	-$57.5M	0	–	Closed
1223	CCMU Cheyne Capital Management (UK) London, United Kingdom	$0	-$944K	0	–	Closed
1224	Citizens Financial Group Providence, Rhode Island	$0	-$4K	0	–	Closed
1225	CPIM Columbia Partners Investment Management Alexandria, Virginia	$0	-$717K	0	–	Closed