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 | |
|---|---|---|---|---|---|---|---|
| 676 |
RFA
Reilly Financial Advisors
La Mesa,
California
| $0 | -$3K | 0 | – | Closed |
|
| 677 |
SAM
Sage Asset Management
New York
| $0 | -$1.04M | 0 | – | Closed |
|
| 678 |
SST
S Squared Technology
New York
| $0 | -$878K | 0 | – | Closed |
|
| 679 |
SCM
Stux Capital Management
New York
| $0 | -$1.75M | 0 | – | Closed |
|
| 680 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
| $0 | -$289K | 0 | – | Closed |
|
| 681 |
UR
USCA RIA
Houston,
Texas
| $0 | -$387K | 0 | – | Closed |
|
| 682 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
| $0 | -$14.5K | 1 | 0% | Reduced |
|
| 683 |
WSCM
Wellington Shields Capital Management
New York
| $0 | -$215K | 0 | – | Closed |
|
| 684 |
Whale Rock Capital Management
Boston,
Massachusetts
| $0 | -$9.56M | 0 | – | Closed |
|