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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
1276	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$5K	$0	1	0%	Maintained
1277	HRC Hoertkorn Richard Charles	$5K	$0	1	0%	Maintained
1278	MIM Macroview Investment Management Bethesda, Maryland	$5K	-$1.22K	1	0.02%	Reduced
1279	MWM Mascoma Wealth Management Hanover, New Hampshire	$5K	$0	1	0%	Maintained
1280	NR Newfound Research Wellesley Hills, Massachusetts	$5K	+$54	2	0%	Increased
1281	POIA Pin Oak Investment Advisors Houston, Texas	$5K	$0	1	0%	Maintained
1282	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	$0	1	0%	Maintained
1283	TVWM Tower View Wealth Management Shorewood, Wisconsin	$5K	+$5.52K	1	0%	New
1284	WAM Watermark Asset Management San Ramon, California	$5K	-$22.3K	1	0%	Reduced
1285	GWS Glassman Wealth Services Vienna, Virginia	$4K	-$54.1K	2	0%	Reduced
1286	LWM Lenox Wealth Management Cincinnati, Ohio	$4K	+$3.79K	1	0%	New
1287	BAM Bruderman Asset Management Locust Valley, New York	$3K	$0	1	0%	Maintained
1288	LFG LifePlan Financial Group Dayton, Ohio	$3K	$0	1	0%	Maintained
1289	PS Portfolio Strategies Monsey, New York	$3K	$0	1	0%	Maintained
1290	SIS Sound Income Strategies Ft Lauderdale, Florida	$3K	+$325	2	0%	Increased
1291	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
1292	CFC Coyle Financial Counsel Glenview, Illinois	$2K	+$2.54K	1	0%	New
1293	HFM Hartford Financial Management Hartford, Connecticut	$2K	$0	1	0%	Maintained
1294	HR Howe & Rusling Rochester, New York	$2K	+$2.12K	1	0%	New
1295	IWP Icon Wealth Partners Houston, Texas	$2K	+$1.93K	1	0%	New
1296	Winslow Capital Management Minneapolis, Minnesota	$2K	-$1.08K	1	0%	Reduced
1297	BCH Berkshire Capital Holdings San Jose, California	$1K	-$10.1M	1	0%	Reduced
1298	CFA Carroll Financial Associates Charlotte, North Carolina	$1K	$0	1	0%	Maintained
1299	LNB Ledyard National Bank	$1K	-$1.54K	1	0%	Reduced
1300	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1K	$0	1	0%	Maintained