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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
851	ICM IMS Capital Management Portland, Oregon	$0	-$901K	0	–	Closed
852	ID Integral Derivatives New York	$0	-$473K	0	–	Closed
853	JIC Joel Isaacson & Co New York	$0	$0	1	0%	Maintained
854	KCM Kames Capital Management Edinburgh, United Kingdom	$0	-$4.29M	0	–	Closed
855	KFS KMS Financial Services Seattle, Washington	$0	-$835K	0	–	Closed
856	LMR Partners London, United Kingdom	$0	-$7.94M	0	–	Closed
857	MIM Macroview Investment Management Bethesda, Maryland	$0	-$1K	0	–	Closed
858	Mariner Overland Park, Kansas	$0	-$746K	0	–	Closed
859	MAM Mark Asset Management New York	$0	-$593K	0	–	Closed
860	MCM Mazama Capital Management Portland, Oregon	$0	-$583K	0	–	Closed
861	MFS Monetta Financial Services Wheaton, Illinois	$0	-$1.15M	0	–	Closed
862	MCM Moon Capital Management New York	$0	-$312K	0	–	Closed
863	MWVC Morgens Waterfall Vintiadis & Co New York	$0	-$2.14M	0	–	Closed
864	OAMG Odey Asset Management Group London, United Kingdom	$0	-$51.7M	0	–	Closed
865	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$0	-$3K	0	–	Closed
866	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$0	-$1.03M	0	–	Closed
867	PC Passport Capital San Francisco, California	$0	-$254K	0	–	Closed
868	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$446K	0	–	Closed
869	PHK Point72 Hong Kong Hong Kong	$0	-$3.05M	0	–	Closed
870	PAM Princeton Alpha Management Princeton Junction, New Jersey	$0	-$463K	0	–	Closed
871	QC QCM Cayman Houston, Texas	$0	-$302K	0	–	Closed
872	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$412K	0	–	Closed
873	RAM Redmond Asset Management Henrico, Virginia	$0	-$824K	0	–	Closed
874	RGNCM R.G. Niederhoffer Capital Management New York	$0	-$1.13M	0	–	Closed
875	RCM Rotella Capital Management Bellevue, Washington	$0	-$656K	0	–	Closed