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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
1951	MAM Milestone Asset Management Pittsburgh, Pennsylvania	$6.18M	-$2.84M	3	0.97%	Reduced
1952	FSM Wealth Advisors Cleveland, Ohio	$6.14M	+$337K	4	0.65%	Increased
1953	DWM Darwin Wealth Management Tampa, Florida	$6.13M	-$1.17M	2	1.68%	Reduced
1954	Varenne Capital Partners Paris, France	$6.12M	-$5.15M	1	1.01%	Reduced
1955	DFG Dupree Financial Group Lexington, Kentucky	$6.11M	+$18.7K	1	2.29%	Increased
1956	Red Door Wealth Management Memphis, Tennessee	$6.1M	+$40.6K	2	0.56%	Increased
1957	Benchstone Capital Management New York	$6.09M	+$3.83M	1	0.74%	New
1958	MFS Monetta Financial Services Wheaton, Illinois	$6.09M	$0	2	4.1%	Maintained
1959	Fiduciary Financial Group San Rafael, California	$6.09M	-$808K	2	0.69%	Reduced
1960	Ellsworth Advisors Hudson, Ohio	$6.09M	-$1.01M	1	1%	Reduced
1961	S SharpePoint Phoenix, Arizona	$6.09M	+$3.95M	1	3.05%	New
1962	SP Stonebrook Private Northville, Michigan	$6.08M	+$158K	3	1.11%	Increased
1963	SHP Wealth Management Plymouth, Massachusetts	$6.06M	+$246K	6	0.42%	Increased
1964	RWM Revisor Wealth Management Akron, Ohio	$6.06M	+$997K	3	1.46%	Increased
1965	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$6.06M	+$28.3K	3	1.12%	Increased
1966	Centiva Capital New York	$6.03M	-$18.7M	4	0.05%	Reduced
1967	GIM Gold Investment Management Edmonton, Alberta, Canada	$6.03M	-$249K	1	1.63%	Reduced
1968	FWP Flatrock Wealth Partners Newport Beach, California	$6.02M	-$11.5K	3	2.36%	Reduced
1969	Patton Albertson Miller Group Chattanooga, Tennessee	$6.01M	+$3.21M	1	0.6%	Increased
1970	StoneX Group New York	$6M	-$1.28M	4	0.24%	Reduced
1971	Acropolis Investment Management St. Louis, Missouri	$5.98M	-$840K	3	0.24%	Reduced
1972	Fortis Group Advisors Westwood, New Jersey	$5.97M	+$2.34M	4	0.95%	Increased
1973	CPC Congress Park Capital Saratoga Springs, New York	$5.96M	-$1.29M	1	1.61%	Reduced
1974	OL OneFund LLC Saint Petersburg, Florida	$5.95M	-$20.3K	3	3.38%	Reduced
1975	Madison Wealth Partners Madison, Wisconsin	$5.95M	+$467K	2	0.76%	Increased