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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	MIM Macroview Investment Management Bethesda, Maryland	$1K	+$950	1	0%	New
727	AP Advisors Preferred Rockville, Maryland	$0	-$30K	0	–	Closed
728	Advisory Services Network Atlanta, Georgia	$0	-$12K	0	–	Closed
729	AF Aldebaran Financial	$0	-$1.1M	0	–	Closed
730	Algert Global San Francisco, California	$0	-$1.98M	0	–	Closed
731	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$233K	0	–	Closed
732	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$8.43M	0	–	Closed
733	ACP Arrowgrass Capital Partners London, United Kingdom	$0	-$6.53M	0	–	Closed
734	BC Beaconlight Capital New York	$0	-$1.72M	0	–	Closed
735	BCA Benchmark Capital Advisors New York	$0	-$118K	0	–	Closed
736	CGM Capital Growth Management Boston, Massachusetts	$0	-$92.2M	0	–	Closed
737	Capital Guardian Trust Los Angeles, California	$0	-$7K	0	–	Closed
738	Capital World Investors Los Angeles, California	$0	-$165M	0	–	Closed
739	Carson Wealth (CWM LLC) Omaha, Nebraska	$0	-$22K	0	–	Closed
740	Caxton Associates (New York) New York	$0	-$1.58M	0	–	Closed
741	Chilton Investment Company Stamford, Connecticut	$0	-$12.7M	0	–	Closed
742	CC Cipher Capital New York	$0	-$541K	0	–	Closed
743	CCP Clough Capital Partners Boston, Massachusetts	$0	-$43.3M	0	–	Closed
744	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$20.2M	0	–	Closed
745	CII CR Intrinsic Investors Stamford, Connecticut	$0	-$14.1M	0	–	Closed
746	DCM Dialectic Capital Management Norwalk, Connecticut	$0	-$2.95M	0	–	Closed
747	EEG E.E. Geduld	$0	-$150K	0	–	Closed
748	EWM Elite Wealth Management Kirkland, Washington	$0	-$6K	0	–	Closed
749	First Citizens Bank & Trust Raleigh, North Carolina	$0	-$277K	0	–	Closed
750	FAM Forty4 Asset Management Chicago, Illinois	$0	-$132K	0	–	Closed