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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	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$1.12M	0	–	Closed
1302	PL Polianta Ltd St Helier, Jersey	$0	-$1.68M	0	–	Closed
1303	PWM PRW Wealth Management Quincy, Massachusetts	$0	-$19K	0	–	Closed
1304	QI Qtron Investments Boston, Massachusetts	$0	-$278K	0	–	Closed
1305	RWM Raffa Wealth Management Washington, District of Columbia	$0	-$6.25K	0	–	Closed
1306	RGNCM R.G. Niederhoffer Capital Management New York	$0	-$331K	0	–	Closed
1307	Sageworth Trust Lancaster, Pennsylvania	$0	$0	1	0%	Maintained
1308	SBL Sargent Bickham Lagudis Boulder, Colorado	$0	$0	1	0%	Maintained
1309	Scharf Investments Los Gatos, California	$0	-$1.52M	0	–	Closed
1310	SM Sciencast Management Princeton, New Jersey	$0	-$1.37M	0	–	Closed
1311	Scout Investments Kansas City, Missouri	$0	-$28.3M	0	–	Closed
1312	SC Searle & Co Greenwich, Connecticut	$0	-$488K	0	–	Closed
1313	SCA Secor Capital Advisors New York	$0	-$1M	0	–	Closed
1314	SWM Selective Wealth Management Forest, Virginia	$0	-$4.3M	0	–	Closed
1315	SFA Semmax Financial Advisors Winston Salem, North Carolina	$0	-$18K	0	–	Closed
1316	SPL Smart Portfolios LLC Seattle, Washington	$0	-$15K	0	–	Closed
1317	ST Somerset Trust Somerset, Pennsylvania	$0	-$48K	0	–	Closed
1318	SMFS Squar Milner Financial Services Irvine, California	$0	-$6K	0	–	Closed
1319	SCP Stamos Capital Partners Menlo Park, California	$0	-$133K	0	–	Closed
1320	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$0	-$36K	0	–	Closed
1321	SSG Summit Securities Group New York	$0	-$430K	0	–	Closed
1322	SWRP Summit Wealth & Retirement Planning San Ramon, California	$0	-$407K	0	–	Closed
1323	TCM Tekne Capital Management New York	$0	-$22.1M	0	–	Closed
1324	TC Telemus Capital Southfield, Michigan	$0	-$1.64M	0	–	Closed
1325	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$2.1M	0	–	Closed