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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	ACP Andalusian Capital Partners Greenwich, Connecticut	$0	-$6.6M	–	Closed
852	ACM Andor Capital Management Rye Brook, New York	$0	-$16.3M	–	Closed
853	AAM AO Asset Management New York	$0	-$10.9M	–	Closed
854	Appaloosa Management Miami Beach, Florida	$0	-$96.4M	–	Closed
855	AT Arden Trust Wilmington, Delaware	$0	-$243K	–	Closed
856	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$266K	–	Closed
857	Aristeia Capital Greenwich, Connecticut	$0	-$4.17M	–	Closed
858	AF Arrow Financial Glens Falls, New York	$0	-$9K	–	Closed
859	ArrowMark Colorado Holdings Denver, Colorado	$0	-$3.62M	–	Closed
860	Artisan Partners Milwaukee, Wisconsin	$0	-$62.9M	–	Closed
861	AIM Assured Investment Management New York	$0	-$241K	–	Closed
862	Atalanta Sosnoff Capital New York	$0	-$38.4M	–	Closed
863	Atria Investments Charlotte, North Carolina	$0	-$349K	–	Closed
864	BWP Baldwin Wealth Partners Marion, Massachusetts	$0	-$10.1M	–	Closed
865	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$0	-$989K	–	Closed
866	BC Beaconlight Capital New York	$0	-$2.36M	–	Closed
867	BGA Belmont Global Advisors Dallas, Texas	$0	-$1M	–	Closed
868	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$0	-$3.7M	–	Closed
869	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$0	-$1.55M	–	Closed
870	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$2.04M	–	Closed
871	CC Cannell & Co New York	$0	-$76.6M	–	Closed
872	Capstone Investment Advisors New York	$0	-$525K	–	Closed
873	CC Carlson Capital Dallas, Texas	$0	-$9.13M	–	Closed
874	CAM Centre Asset Management New York	$0	-$9.44M	–	Closed
875	C CFO4Life Coppell, Texas	$0	-$642K	–	Closed