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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
1251	ATC Adirondack Trust Company Saratoga Springs, New York	$13K	+$1.93K	1	0.01%	Increased
1252	OFW Omnia Family Wealth Aventura, Florida	$13K	$0	2	0.01%	Maintained
1253	PW Price Wealth Austin, Texas	$13K	+$9.49K	2	0.01%	Increased
1254	WWM Willingdon Wealth Management Huntersville, North Carolina	$12K	-$2.42M	1	0%	Reduced
1255	WA WP Advisors San Francisco, California	$12K	+$11.9K	1	0.01%	New
1256	AWM Avondale Wealth Management West Lake Hills, Texas	$11K	$0	1	0.01%	Maintained
1257	FIA FNY Investment Advisers New York	$11K	+$12.9K	2	0%	New
1258	HS Horan Securities Cincinnati, United States	$10K	+$9.46K	1	0.01%	New
1259	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$10K	$0	1	0%	Maintained
1260	PCM Poehling Capital Management Madison, Wisconsin	$10K	-$8.11K	1	0.01%	Reduced
1261	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$8K	$0	1	0.01%	Maintained
1262	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$8K	$0	1	0%	Maintained
1263	ME McIlrath & Eck Arlington, Washington	$8K	+$2.7K	2	0%	Increased
1264	PK Pflug Koory Omaha, Nebraska	$8K	$0	1	0.01%	Maintained
1265	RWM Raffa Wealth Management Washington, District of Columbia	$7.07K	$0	2	0%	Maintained
1266	CIA CSat Investment Advisory Detroit, Michigan	$7K	+$7.94K	2	0%	New
1267	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$7K	$0	1	0.01%	Maintained
1268	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$7K	$0	1	0.01%	Maintained
1269	Country Trust Bank Bloomington, Illinois	$6K	$0	1	0%	Maintained
1270	EWM Edge Wealth Management New York	$6K	-$54.1K	1	0%	Reduced
1271	ML McAdam LLC Philadelphia, Pennsylvania	$6K	$0	1	0%	Maintained
1272	SA SRH Advisors Salina, Kansas	$6K	+$6.33K	1	0.02%	New
1273	CA Centerpoint Advisors Needham, Massachusetts	$5K	$0	1	0%	Maintained
1274	CHC City Holding Co Charleston, West Virginia	$5K	$0	1	0%	Maintained
1275	FLI Family Legacy Inc Greenville, South Carolina	$5K	+$5.78K	1	0%	New