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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
4676	CIM Caldwell Investment Management Toronto, Ontario, Canada	$0	-$1.08M	–	Closed
4677	Carmignac Gestion Paris, France	$0	-$5.07M	–	Closed
4678	CI Cavalier Investments Alpharetta, Georgia	$0	-$9.16M	–	Closed
4679	CAM CenterStar Asset Management Chicago, Illinois	$0	-$1.63M	–	Closed
4680	Channing Capital Management Chicago, Illinois	$0	-$735K	–	Closed
4681	CAM Clarity Asset Management Ames, Iowa	$0	-$13.5K	–	Closed
4682	CFG Clayton Financial Group St. Louis, Missouri	$0	-$45.5K	–	Closed
4683	CIR Clear Investment Research Alpharetta, Georgia	$0	-$36.4K	–	Closed
4684	CCP Clough Capital Partners Boston, Massachusetts	$0	-$4.83M	–	Closed
4685	CFG Cornerstone Financial Group Omaha, Nebraska	$0	-$209K	–	Closed
4686	CAS CTC Alternative Strategies Chicago, Illinois	$0	-$699K	–	Closed
4687	DI DAGCO Inc Westlake, Ohio	$0	-$20.5K	–	Closed
4688	DI Deeter Investments Austin, Texas	$0	-$6.76M	–	Closed
4689	DWP Destiny Wealth Partners Tavares, Florida	$0	-$307K	–	Closed
4690	DAM Diamant Asset Management Ridgefield, Connecticut	$0	-$235K	–	Closed
4691	DIM DLK Investment Management Solana Beach, California	$0	-$219K	–	Closed
4692	Element Capital Management New York	$0	-$14.2M	–	Closed
4693	EPA Element Pointe Advisors Miami, Florida	$0	-$573K	–	Closed
4694	EFMC Empire Financial Management Company New York	$0	-$405K	–	Closed
4695	EFA Englebert Financial Advisers Allentown, Pennsylvania	$0	-$260K	–	Closed
4696	EW Evoke Wealth Los Angeles, California	$0	-$14.4M	–	Closed
4697	Farallon Capital Management San Francisco, California	$0	-$5.48M	–	Closed
4698	FAM Flaharty Asset Management Clearwater, Florida	$0	-$773K	–	Closed
4699	FCM Fourier Capital Management Hong Kong,	$0	-$5.58M	–	Closed
4700	F1I Fund 1 Investments Rincon, Puerto Rico	$0	-$1.69M	–	Closed