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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
626	AC Amiya Capital London, United Kingdom	$0	-$12.3M	–	Closed
627	ACM Andor Capital Management Rye Brook, New York	$0	-$71.7M	–	Closed
628	ACQC Asian Century Quest Capital New York	$0	-$11.9M	–	Closed
629	Atria Investments Charlotte, North Carolina	$0	-$262K	–	Closed
630	BIM BRC Investment Management Greenwood Village, Colorado	$0	-$400K	–	Closed
631	BA Broadview Advisors Milwaukee, Wisconsin	$0	-$5.71M	–	Closed
632	CIM Calvert Investment Management Bethesda, Maryland	$0	-$146K	–	Closed
633	CC Cipher Capital New York	$0	-$437K	–	Closed
634	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$0	-$13M	–	Closed
635	CG Clinton Group New York	$0	-$246K	–	Closed
636	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$150K	–	Closed
637	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$11.5M	–	Closed
638	CCM Coe Capital Management Highland Park, Illinois	$0	-$3.1M	–	Closed
639	DG Davidson & Garrard Lynchburg, Virginia	$0	-$235K	–	Closed
640	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$1.8M	–	Closed
641	Eagle Asset Management St Petersburg, Florida	$0	-$8.88M	–	Closed
642	Eagle Global Advisors Houston, Texas	$0	-$44K	–	Closed
643	EWP Edmunds White Partners Richmond, Virginia	$0	-$606K	–	Closed
644	FHB First Hawaiian Bank Honolulu, Hawaii	$0	-$17K	–	Closed
645	FWC First Washington Corp Seattle, Washington	$0	-$768K	–	Closed
646	FIG Fortress Investment Group New York	$0	-$54.7M	–	Closed
647	FAM Forty4 Asset Management Chicago, Illinois	$0	-$1.42M	–	Closed
648	GCT Galaxy Capital Trading Road Town, British Virgin Islands	$0	-$346K	–	Closed
649	GMIM General Motors Investment Management New York	$0	-$226K	–	Closed
650	GF Gerry Farber New York	$0	-$1.02M	–	Closed