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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	BL Bolton LP Greenwich, Connecticut	$0	-$150K	–	Closed
852	BIM BRC Investment Management Greenwood Village, Colorado	$0	-$14.8M	–	Closed
853	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$0	-$1.55M	–	Closed
854	CCM Cadian Capital Management New York	$0	-$24.8M	–	Closed
855	CIM Cambria Investment Management Manhattan Beach, California	$0	-$9K	–	Closed
856	CFG Cambridge Financial Group Columbus, Ohio	$0	-$5.1M	–	Closed
857	Capital Fund Management (CFM) Paris, France	$0	-$574K	–	Closed
858	Capstone Investment Advisors New York	$0	-$881K	–	Closed
859	CC Cipher Capital New York	$0	-$360K	–	Closed
860	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$3.14M	–	Closed
861	Colony Group Boston, Massachusetts	$0	-$71K	–	Closed
862	CAM Contour Asset Management New York	$0	-$13.8M	–	Closed
863	DAM Deltec Asset Management New York	$0	-$629K	–	Closed
864	Discovery Capital Management South Norwalk, Connecticut	$0	-$13M	–	Closed
865	DCC Dow Chemical Company Midland, Michigan	$0	-$1.8M	–	Closed
866	DVM Dreman Value Management West Palm Beach, Florida	$0	-$1.65M	–	Closed
867	Eagle Asset Management St Petersburg, Florida	$0	-$1.43M	–	Closed
868	EPM Equitec Proprietary Markets Chicago, Illinois	$0	-$491K	–	Closed
869	EIM Essex Investment Management Boston, Massachusetts	$0	-$217K	–	Closed
870	EULAV Asset Management Sarasota, Florida	$0	-$4.27M	–	Closed
871	FUBT First United Bank & Trust Oakland, Maryland	$0	-$165K	–	Closed
872	Freestone Capital Holdings Seattle, Washington	$0	-$223K	–	Closed
873	GCA Gideon Capital Advisors New York	$0	-$370K	–	Closed
874	Graham Capital Management Rowayton, Connecticut	$0	-$3.36M	–	Closed
875	GC Greenlight Capital New York	$0	-$185M	–	Closed