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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
826	Brandes Investment Partners La Jolla, California	$0	-$135K	0	–	Closed
827	Brown Brothers Harriman & Co New York	$0	-$295K	0	–	Closed
828	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$0	-$1.56M	0	–	Closed
829	CBT Central Bank & Trust Lexington, Kentucky	$0	-$2.69M	0	–	Closed
830	CBB Citizens Business Bank Ontario, California	$0	-$759K	0	–	Closed
831	CA Claar Advisors New York	$0	-$5.92M	0	–	Closed
832	CHAM Clear Harbor Asset Management Stamford, Connecticut	$0	-$548K	0	–	Closed
833	DCM Decatur Capital Management Decatur, Georgia	$0	-$10.4M	0	–	Closed
834	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$1.98M	0	–	Closed
835	FMA Fiduciary Management Associates Chicago, Illinois	$0	-$466K	0	–	Closed
836	Fort Washington Investment Advisors Cincinnati, Ohio	$0	-$10.4M	0	–	Closed
837	GACM Green Arrow Capital Management New York	$0	-$12.9M	0	–	Closed
838	HT HAP Trading New York	$0	-$1.97M	0	–	Closed
839	JIC Joel Isaacson & Co New York	$0	$0	1	0%	Maintained
840	JT Jump Trading Chicago, Illinois	$0	-$84.5K	0	–	Closed
841	Jupiter Investment Management London, United Kingdom	$0	-$3.07M	0	–	Closed
842	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$2K	0	–	Closed
843	Lazard Asset Management New York	$0	-$214K	0	–	Closed
844	MC Maplelane Capital New York	$0	$0	0	–	Closed
845	MSU Maple Securities USA Jersey City, New Jersey	$0	-$285K	0	–	Closed
846	MAM Meeder Asset Management Dublin, Ohio	$0	-$517K	0	–	Closed
847	NPC National Planning Corporation El Segundo, California	$0	-$253K	0	–	Closed
848	PFA Paradigm Financial Advisors Des Peres, Missouri	$0	-$128K	0	–	Closed
849	PWAM Park West Asset Management San Francisco, California	$0	-$7.1M	0	–	Closed
850	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$398K	0	–	Closed