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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	% of Portfolio	Status
2026	PCP Proficio Capital Partners Newton, Massachusetts	$0	-$2.58M	–	Closed
2027	Quadrature Capital London, United Kingdom	$0	-$38.1M	–	Closed
2028	RWI Red Wave Investments Dillsburg, Pennsylvania	$0	-$217K	–	Closed
2029	RCA Reitz Capital Advisors Freeland, Michigan	$0	-$225K	–	Closed
2030	RFA Resurgent Financial Advisors Atlanta, Georgia	$0	-$203K	–	Closed
2031	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$0	-$203K	–	Closed
2032	RA Riverstone Advisors New Braunfels, Texas	$0	-$213K	–	Closed
2033	R.M. Davis Inc Portland, Maine	$0	-$251K	–	Closed
2034	RNC Capital Management Los Angeles, California	$0	-$213K	–	Closed
2035	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$0	-$804K	–	Closed
2036	SCA Sandy Cove Advisors Hingham, Massachusetts	$0	-$19K	–	Closed
2037	SLWA San Luis Wealth Advisors San Luis Obispo, California	$0	-$5K	–	Closed
2038	SFG Sather Financial Group Victoria, Texas	$0	-$235K	–	Closed
2039	SCM Schnieders Capital Management Pasadena, California	$0	-$522K	–	Closed
2040	SEEDPG S.E.E.D. Planning Group Binghamton, New York	$0	-$214K	–	Closed
2041	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$0	-$228K	–	Closed
2042	SWM SFG Wealth Management Towson, Maryland	$0	-$238K	–	Closed
2043	SSIM Sheets Smith Investment Management Houston, Texas	$0	-$1.19M	–	Closed
2044	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$0	-$433K	–	Closed
2045	Smith Salley Wealth Management Greensboro, North Carolina	$0	-$235K	–	Closed
2046	Sowell Financial Services North Little Rock, Arkansas	$0	-$709K	–	Closed
2047	SIM SSI Investment Management Los Angeles, California	$0	-$272K	–	Closed
2048	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$2.48M	–	Closed
2049	Summit Trail Advisors New York	$0	-$221K	–	Closed
2050	SG Swarthmore Group Philadelphia, Pennsylvania	$0	-$3.5M	–	Closed