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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
726	HAM Harber Asset Management Asheville, North Carolina	$0	-$371K	0	–	Closed
727	ICM ICC Capital Management Orlando, Florida	$0	-$8.6M	0	–	Closed
728	JIC Joel Isaacson & Co New York	$0	+$270	1	0%	New
729	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$0	-$17K	0	–	Closed
730	Jones Financial Companies Des Peres, Missouri	$0	-$1K	0	–	Closed
731	KCM Kensico Capital Management Greenwich, Connecticut	$0	-$26.2M	0	–	Closed
732	KA Kerrisdale Advisers Miami, Florida	$0	-$469K	0	–	Closed
733	Lockheed Martin Investment Management Bethesda, Maryland	$0	-$3.06M	0	–	Closed
734	MSU Maple Securities USA Jersey City, New Jersey	$0	-$811K	0	–	Closed
735	Meag Munich Ergo Munich, Germany	$0	-$11.1M	0	–	Closed
736	MG Meditor Group Hamilton, Bermuda	$0	-$2.71M	0	–	Closed
737	MUS Mitsubishi UFJ Securities Tokyo, Japan	$0	-$1K	0	–	Closed
738	MCM Murphy Capital Management Bedminster, New Jersey	$0	-$444K	0	–	Closed
739	MAM Myriad Asset Management North Point, Hong Kong	$0	-$11.5M	0	–	Closed
740	NC NewSquare Capital Newtown Square, Pennsylvania	$0	-$52K	0	–	Closed
741	NYLT New York Life Trust New York	$0	-$49K	0	–	Closed
742	Nikko Asset Management Americas New York	$0	-$920K	0	–	Closed
743	NM Nokota Management New York	$0	-$6.6M	0	–	Closed
744	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$184K	0	–	Closed
745	Numeric Investors Boston, Massachusetts	$0	-$3.19M	0	–	Closed
746	PAWC P.A.W. Capital Greenwich, Connecticut	$0	-$515K	0	–	Closed
747	People's United Financial Bridgeport, Connecticut	$0	-$3K	0	–	Closed
748	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$0	-$18K	0	–	Closed
749	RCMC RK Capital Management (Colorado) Denver, Colorado	$0	-$5.13M	0	–	Closed
750	SH SeaTown Holdings Singapore	$0	-$9.84M	0	–	Closed