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 | |
|---|---|---|---|---|---|---|---|
| 751 |
SCM
SG Capital Management
Chicago,
Illinois
| $0 | -$2.97M | 0 | – | Closed |
|
| 752 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $0 | -$99K | 0 | – | Closed |
|
| 753 |
SIM
Spark Investment Management
New York
| $0 | -$319K | 0 | – | Closed |
|
| 754 |
SIP
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $0 | -$1.39M | 0 | – | Closed |
|
| 755 |
SSG
Summit Securities Group
New York
| $0 | +$272 | 1 | 0% | New |
|
| 756 |
TCM
Timpani Capital Management
Milwaukee,
Wisconsin
| $0 | -$812K | 0 | – | Closed |
|
| 757 |
TCOV
Trust Company of Vermont
Brattleboro,
Vermont
| $0 | -$176K | 0 | – | Closed |
|
| 758 |
V
ValueWorks
New York
| $0 | -$2.92M | 0 | – | Closed |
|
| 759 |
WM
WCG Management
New York
| $0 | -$4.35M | 0 | – | Closed |
|
| 760 |
Westfield Capital Management
Boston,
Massachusetts
| $0 | -$20.1M | 0 | – | Closed |
|
| 761 |
WOC
West Oak Capital
Westlake Village,
California
| $0 | -$4.37K | 0 | – | Closed |
|
| 762 |
Westwood Holdings Group
Dallas,
Texas
| $0 | -$39.8M | 0 | – | Closed |
|
| 763 |
Wilmington Trust
Wilmington,
Delaware
| $0 | -$205K | 0 | – | Closed |
|