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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	EGA E&G Advisors Houston, Texas	$0	-$866K	–	Closed
852	ECM Empire Capital Management Westport, Connecticut	$0	-$1.63M	–	Closed
853	EA Euclid Advisors Hartford, Connecticut	$0	-$22.8M	–	Closed
854	EverPoint Asset Management Stamford, Connecticut	$0	-$6.1M	–	Closed
855	FA FDx Advisors Chicago, Illinois	$0	-$1.27M	–	Closed
856	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$1.64M	–	Closed
857	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	-$3K	–	Closed
858	FCI Financial Counselors Inc Overland Park, Kansas	$0	-$848K	–	Closed
859	First Eagle Investment Management New York	$0	-$50.5M	–	Closed
860	First National Bank of Omaha Omaha, Nebraska	$0	-$2.77M	–	Closed
861	GF Gerstein Fisher New York	$0	-$1.27M	–	Closed
862	GACM Green Arrow Capital Management New York	$0	-$957K	–	Closed
863	GCA Greenwood Capital Associates Greenwood, South Carolina	$0	-$211K	–	Closed
864	Harvard Management Company Boston, Massachusetts	$0	-$4.24M	–	Closed
865	HCM Hawkeye Capital Management Miami Beach, Florida	$0	-$21.2M	–	Closed
866	HCM Hoplite Capital Management New York	$0	-$69.6M	–	Closed
867	HI Hudock Inc Williamsport, Pennsylvania	$0	-$10K	–	Closed
868	IH IFC Holdings Tampa, Florida	$0	-$224K	–	Closed
869	IPC Independent Portfolio Consultants Boca Raton, Florida	$0	-$23K	–	Closed
870	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$230K	–	Closed
871	JGC J. Goldman & Co New York	$0	-$1.98M	–	Closed
872	JT Jump Trading Chicago, Illinois	$0	-$3.28M	–	Closed
873	Jupiter Investment Management London, United Kingdom	$0	-$1.27M	–	Closed
874	KIA KCM Investment Advisors Greenbrae, California	$0	-$208K	–	Closed
875	KCM Kingdon Capital Management New York	$0	-$16.5M	–	Closed