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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
1301	PSC Piper Sandler & Co Minneapolis, Minnesota	$1K	+$865	1	0%	New
1302	TD Ameritrade Investment Management Omaha, Nebraska	$1K	+$757	1	0%	New
1303	Tortoise Capital Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
1304	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$39K	0	–	Closed
1305	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$0	-$11K	0	–	Closed
1306	AIM Alambic Investment Management Belvedere, California	$0	-$5.67M	0	–	Closed
1307	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$5.6M	0	–	Closed
1308	Anchor Capital Advisors Boston, Massachusetts	$0	-$1.41M	0	–	Closed
1309	Avantax Planning Partners Dubuque, Iowa	$0	-$1.43M	0	–	Closed
1310	BLA Balter Liquid Alternatives Boston, Massachusetts	$0	-$74K	0	–	Closed
1311	BP BBR Partners New York	$0	-$264K	0	–	Closed
1312	BCM Beck Capital Management Austin, Texas	$0	-$565K	0	–	Closed
1313	BCA Benchmark Capital Advisors New York	$0	-$339K	0	–	Closed
1314	BAWC Black-and-white Capital Los Angeles, California	$0	-$14.1M	0	–	Closed
1315	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$0	-$83.1M	0	–	Closed
1316	BCM Brasada Capital Management Houston, Texas	$0	-$104K	0	–	Closed
1317	BC Breakline Capital New York	$0	-$3.56M	0	–	Closed
1318	Capital Markets Trading (UK) London, United Kingdom	$0	-$1.59M	0	–	Closed
1319	CWM Catamount Wealth Management Westport, Connecticut	$0	-$3.29M	0	–	Closed
1320	CMG Cavalry Management Group San Francisco, California	$0	-$33.5M	0	–	Closed
1321	Caxton Associates (New York) New York	$0	-$14.7M	0	–	Closed
1322	Choreo LLC Rockford, Illinois	$0	-$507K	0	–	Closed
1323	CFIC City Financial Investment Company London, United Kingdom	$0	-$185K	0	–	Closed
1324	Clark Capital Management Group Philadelphia, Pennsylvania	$0	-$22.6M	0	–	Closed
1325	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$0	-$104K	0	–	Closed