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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	% of Portfolio	Status
826	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$478K	–	Closed
827	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$0	-$226K	–	Closed
828	CCM Contrarian Capital Management Greenwich, Connecticut	$0	-$1.47M	–	Closed
829	Cooke & Bieler Philadelphia, Pennsylvania	$0	-$270K	–	Closed
830	CAM Cortina Asset Management Milwaukee, Wisconsin	$0	-$2.25M	–	Closed
831	CCM Criterion Capital Management San Francisco, California	$0	-$24.6M	–	Closed
832	Davenport & Co Richmond, Virginia	$0	-$246K	–	Closed
833	DP DW Partners New York	$0	-$20.4M	–	Closed
834	EP Edgestream Partners Princeton, New Jersey	$0	-$246K	–	Closed
835	EGM Espalier Global Management New York	$0	-$4.12M	–	Closed
836	EverPoint Asset Management Stamford, Connecticut	$0	-$4.73M	–	Closed
837	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$1.72M	–	Closed
838	FNYS First New York Securities New York	$0	-$247K	–	Closed
839	FMA FNY Managed Accounts New York	$0	-$560K	–	Closed
840	Gabelli Funds Rye, New York	$0	-$338K	–	Closed
841	GVT Genesee Valley Trust Pittsford, New York	$0	-$210K	–	Closed
842	GCA Gideon Capital Advisors New York	$0	-$752K	–	Closed
843	GC Globeflex Capital San Diego, California	$0	-$6.31M	–	Closed
844	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$0	-$277K	–	Closed
845	HCM Hayman Capital Management Dallas, Texas	$0	-$3.54M	–	Closed
846	HCM Herndon Capital Management Atlanta, Georgia	$0	-$1.28M	–	Closed
847	HCM Highfields Capital Management Boston, Massachusetts	$0	-$9.23M	–	Closed
848	HPA Hilltop Park Associates New York	$0	-$1.98M	–	Closed
849	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$1K	–	Closed
850	HCM Hoplite Capital Management New York	$0	-$141M	–	Closed