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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	BII Bainco International Investors Boston, Massachusetts	$0	-$275K	–	Closed
827	BPCA Bank Pictet & Cie (Asia) Singapore	$0	-$1.34M	–	Closed
828	BLM Bennett Lawrence Management New York	$0	-$3.67M	–	Closed
829	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$0	-$244K	–	Closed
830	BACM Blue Arrow Capital Management New York	$0	-$3.61M	–	Closed
831	BCM Bodri Capital Management San Francisco, California	$0	-$8.13M	–	Closed
832	Braun Stacey Associates New York	$0	-$800K	–	Closed
833	BRWM B. Riley Wealth Management Memphis, Tennessee	$0	-$3K	–	Closed
834	Brinker Capital Investments Berwyn, Pennsylvania	$0	-$362K	–	Closed
835	Caprock Group Boise, Idaho	$0	-$296K	–	Closed
836	Caxton Associates (New York) New York	$0	-$3.15M	–	Closed
837	CIA CCM Investment Advisers Columbia, South Carolina	$0	-$2.27M	–	Closed
838	CCMU Cheyne Capital Management (UK) London, United Kingdom	$0	-$2.17M	–	Closed
839	Churchill Management Los Angeles, California	$0	-$2.3M	–	Closed
840	CC Clearline Capital New York	$0	-$3.08M	–	Closed
841	CCM Coe Capital Management Highland Park, Illinois	$0	-$1.43M	–	Closed
842	COC Commonwealth Opportunity Capital Los Angeles, California	$0	-$10.4M	–	Closed
843	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$2.41M	–	Closed
844	CCM Cupps Capital Management Chicago, Illinois	$0	-$1.24M	–	Closed
845	DIA Denver Investment Advisors Denver, Colorado	$0	-$2.05M	–	Closed
846	Destination Wealth Management Walnut Creek, California	$0	-$5.24M	–	Closed
847	DP DW Partners New York	$0	-$17.3M	–	Closed
848	Eagle Global Advisors Houston, Texas	$0	-$99K	–	Closed
849	EI EAM Investors Solana Beach, California	$0	-$3.18M	–	Closed
850	EEG E.E. Geduld	$0	-$285K	–	Closed