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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
4701	FFL Future Fund LLC Chicago, Illinois	$0	-$2.96M	–	Closed
4702	GIPM G2 Investment Partners Management New York	$0	-$1.82M	–	Closed
4703	GPTE Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland	$0	-$16.9M	–	Closed
4704	GCM Gladius Capital Management Chicago, Illinois	$0	-$4.67M	–	Closed
4705	GWSA Global Wealth Strategies & Associates Denver, Colorado	$0	-$36.3K	–	Closed
4706	HAM Harber Asset Management Asheville, North Carolina	$0	-$77.1K	–	Closed
4707	IFO Intrepid Family Office Sarasota, Florida	$0	-$507K	–	Closed
4708	IIM Ironwood Investment Management Boston, Massachusetts	$0	-$262K	–	Closed
4709	JC JBF Capital Aspen, Colorado	$0	-$3.38M	–	Closed
4710	Junto Capital Management New York	$0	-$35.5M	–	Closed
4711	KSCM Kamunting Street Capital Management Miami Beach, Florida	$0	-$13.5M	–	Closed
4712	KA Kerrisdale Advisers Miami, Florida	$0	-$250K	–	Closed
4713	MC Maplelane Capital New York	$0	-$242M	–	Closed
4714	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$0	-$2.35K	–	Closed
4715	MASECO Private Wealth London,	$0	-$27.8K	–	Closed
4716	Maven Securities St Helier, Jersey	$0	-$23.4M	–	Closed
4717	MWA Midland Wealth Advisors Effingham, Illinois	$0	-$632K	–	Closed
4718	MTIC Missouri Trust & Investment Company Springfield, Missouri	$0	-$5.07K	–	Closed
4719	MIM Monashee Investment Management Boston, Massachusetts	$0	-$3.18M	–	Closed
4720	MM MQS Management New York	$0	-$221K	–	Closed
4721	MAMHA MY.Alpha Management HK Advisors Hong Kong	$0	-$21.6M	–	Closed
4722	NFG Norris Financial Group Greenville, South Carolina	$0	-$4.06M	–	Closed
4723	OA Oasis Advisors Forest City, Iowa	$0	-$1.77M	–	Closed
4724	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$0	-$5.95M	–	Closed
4725	OA Operose Advisors Milwaukee, Wisconsin	$0	-$54.9K	–	Closed