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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
2051	Aureus Asset Management Boston, Massachusetts	$5.38M	-$619K	1	0.33%	Reduced
2052	Relyea Zuckerberg Hanson Stamford, Connecticut	$5.36M	+$629K	3	0.45%	Increased
2053	AWM Adams Wealth Management Logan, Utah	$5.36M	+$3.42M	2	1.03%	New
2054	WA WESPAC Advisors Orinda, California	$5.36M	+$1.3M	2	2.61%	Increased
2055	MM Mozayyx Management Austin, Texas	$5.34M	+$3.47M	1	5.14%	New
2056	APC Aspire Private Capital Cornelius, North Carolina	$5.34M	+$1.56M	2	1.1%	Increased
2057	MCF Advisors Covington, Kentucky	$5.34M	+$1.67M	5	0.19%	Increased
2058	Manchester Capital Management Manchester, Vermont	$5.34M	+$151K	4	0.69%	Increased
2059	CFM Wealth Partners Austin, Texas	$5.33M	+$2.48M	3	0.68%	Increased
2060	Quantum Financial Advisors El Segundo, California	$5.33M	-$60.5K	3	0.53%	Reduced
2061	CRI Colonial River Investments Midlothian, Virginia	$5.33M	+$541K	3	1.52%	Increased
2062	Foster Group West Des Moines, Iowa	$5.32M	+$1.15M	3	0.14%	Increased
2063	WAM Walker Asset Management Verona, Missouri	$5.32M	-$129K	2	2.68%	Reduced
2064	JCM JAT Capital Management Greenwich, Connecticut	$5.29M	-$21.7M	1	11.17%	Reduced
2065	Marks Group Wealth Management Minnetonka, Minnesota	$5.27M	+$196K	1	0.46%	Increased
2066	TA Tactive Advisors Jacksonville, Florida	$5.26M	+$563K	2	1.3%	Increased
2067	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$5.26M	+$3.42M	1	2.9%	New
2068	HCCM Hudson Canyon Capital Management New York	$5.25M	+$412K	1	2.81%	Increased
2069	Lyell Wealth Management Menlo Park, California	$5.25M	-$430K	2	0.32%	Reduced
2070	GDCM Galaxy Digital Capital Management New York	$5.25M	-$4.82M	2	2.55%	Reduced
2071	ITG Index Technologies Group New York	$5.25M	-$316K	3	4.2%	Reduced
2072	GAA Global Assets Advisory Orlando, Florida	$5.23M	+$2.42M	2	1.14%	Increased
2073	Betterment LLC New York	$5.23M	+$1.24M	5	0.01%	Increased
2074	Gateway Wealth Partners Appleton, Wisconsin	$5.23M	-$2.12M	3	0.31%	Reduced
2075	TVWM Tower View Wealth Management Shorewood, Wisconsin	$5.23M	-$5.89K	2	2.3%	Reduced