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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
751	FP Foundry Partners Minneapolis, Minnesota	$0	-$9.15M	0	–	Closed
752	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$0	-$2.8M	0	–	Closed
753	GCM Glaxis Capital Management Sarasota, Florida	$0	-$217K	0	–	Closed
754	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$0	-$3.95M	0	–	Closed
755	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$6.09M	0	–	Closed
756	HPA Hilltop Park Associates New York	$0	-$2.72M	0	–	Closed
757	Huntington National Bank Columbus, Ohio	$0	-$141K	0	–	Closed
758	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$0	-$470K	0	–	Closed
759	IAM Iridian Asset Management Westport, Connecticut	$0	-$585K	0	–	Closed
760	IIM Ivory Investment Management New York	$0	-$65.5M	0	–	Closed
761	JGC J. Goldman & Co New York	$0	-$8.28M	0	–	Closed
762	JCG JHL Capital Group Chicago, Illinois	$0	-$12.7M	0	–	Closed
763	JIC Joel Isaacson & Co New York	$0	$0	1	0%	Maintained
764	Johnson Investment Counsel Cincinnati, Ohio	$0	-$348K	0	–	Closed
765	JC Joho Capital New York	$0	-$51.4M	0	–	Closed
766	LCM Landscape Capital Management Englewood, New Jersey	$0	-$570K	0	–	Closed
767	MC Maplelane Capital New York	$0	+$24	1	0%	New
768	MIM Marco Investment Management Atlanta, Georgia	$0	-$272K	0	–	Closed
769	Massachusetts Financial Services Boston, Massachusetts	$0	-$3.68M	0	–	Closed
770	MWR McAdams Wright Ragen Seattle, Washington	$0	-$474K	0	–	Closed
771	MCG Meru Capital Group New York	$0	-$2.72M	0	–	Closed
772	Mizuho Securities USA New York	$0	-$2.76M	0	–	Closed
773	MWVC Morgens Waterfall Vintiadis & Co New York	$0	-$1.8M	0	–	Closed
774	NG NatWest Group Edinburgh, Scotland, United Kingdom	$0	-$3.31M	0	–	Closed
775	Orbis Holdings Hamilton, Bermuda	$0	-$474M	0	–	Closed