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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
1226	VCM Versant Capital Management Phoenix, Arizona	$25K	$0	2	0.01%	Maintained
1227	KCPG Kavar Capital Partners Group Leawood, Kansas	$24K	$0	1	0.01%	Maintained
1228	OneDigital Investment Advisors Overland Park, Kansas	$24K	-$83.9K	1	0.01%	Reduced
1229	TCI Wealth Advisors Tucson, Arizona	$24K	+$7.57K	3	0.01%	Increased
1230	RE RBC Europe London, United Kingdom	$23.7K	-$13.1K	2	0%	Reduced
1231	MFW Mosaic Family Wealth St. Louis, Missouri	$23K	+$4.6K	2	0.01%	Increased
1232	BA Ballew Advisors Jackson, Mississippi	$22K	+$5.89K	1	0.02%	Increased
1233	Brinker Capital Investments Berwyn, Pennsylvania	$21K	$0	1	0%	Maintained
1234	KIG Kessler Investment Group Columbus, Indiana	$21K	+$4.24K	1	0.03%	Increased
1235	YWP YorkBridge Wealth Partners New York	$21K	$0	1	0.01%	Maintained
1236	Close Asset Management London, United Kingdom	$20K	$0	1	0%	Maintained
1237	PMFA Plante Moran Financial Advisors Southfield, Michigan	$19K	-$541K	1	0.01%	Reduced
1238	SNT Security National Trust Wheeling, West Virginia	$19K	$0	1	0.01%	Maintained
1239	WAS Winch Advisory Services Appleton, Wisconsin	$19K	+$9.3K	2	0.01%	Increased
1240	MCM MV Capital Management Bethesda, Maryland	$18K	+$3.5K	2	0%	Increased
1241	TL TrueWealth LLC Atlanta, Georgia	$18K	$0	2	0.01%	Maintained
1242	DBT Dubuque Bank & Trust Dubuque, Iowa	$17K	-$15K	2	0%	Reduced
1243	DSC Duncker Streett & Co St. Louis, Missouri	$17K	$0	1	0%	Maintained
1244	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$16K	+$16.2K	1	0.02%	New
1245	MBT Monroe Bank & Trust Monroe, Michigan	$16K	$0	1	0.01%	Maintained
1246	SJIM St. Johns Investment Management Jacksonville, Florida	$16K	$0	1	0.01%	Maintained
1247	GEA Glen Eagle Advisors Kingston, New Jersey	$16K	+$1.62K	1	0.01%	Increased
1248	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$15K	$0	1	0.01%	Maintained
1249	KJWM Kiley Juergens Wealth Management Olympia, Washington	$15K	+$22K	2	0.01%	New
1250	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$15K	$0	1	0.01%	Maintained