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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
851	P3I Progeny 3 Inc Kirkland, Washington	$0	-$1.62M	–	Closed
852	Regions Financial Corp Birmingham, Alabama	$0	-$574K	–	Closed
853	Rothschild & Co Asset Management US Stamford, Connecticut	$0	-$14.8M	–	Closed
854	SAC Capital Advisors Stamford, Connecticut	$0	-$149M	–	Closed
855	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$5.84M	–	Closed
856	Segall Bryant & Hamill Chicago, Illinois	$0	-$388K	–	Closed
857	SCM Sigma Capital Management Stamford, Connecticut	$0	-$4.13M	–	Closed
858	SIM Spark Investment Management New York	$0	-$205K	–	Closed
859	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$31.4M	–	Closed
860	TAM Telluride Asset Management Wayzata, Minnesota	$0	-$883K	–	Closed
861	VAS Valicenti Advisory Services Elmira, New York	$0	-$1.84M	–	Closed
862	Victory Capital Management San Antonio, Texas	$0	-$319K	–	Closed
863	VF Virtu Financial New York	$0	-$522K	–	Closed
864	Wedbush Securities Los Angeles, California	$0	-$241K	–	Closed
865	WPC White Pine Capital Bloomington, Minnesota	$0	-$672K	–	Closed