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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	CCS Crosspoint Capital Strategies Orinda, California	$0	-$241K	–	Closed
852	DPA Delphi Private Advisors San Diego, California	$0	-$2K	–	Closed
853	DCM Delta Capital Management Red Bank, New Jersey	$0	-$501K	–	Closed
854	DM Diker Management New York	$0	-$117K	–	Closed
855	Dorsal Capital Management Redwood City, California	$0	-$33.8M	–	Closed
856	EWM Edge Wealth Management New York	$0	-$99K	–	Closed
857	EEG E.E. Geduld	$0	-$708K	–	Closed
858	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$214K	–	Closed
859	EverPoint Asset Management Stamford, Connecticut	$0	-$1.91M	–	Closed
860	FHC First Heartland Consultants Lake St. Louis, Missouri	$0	-$209K	–	Closed
861	Flossbach Von Storch Cologne, Germany	$0	-$9.45M	–	Closed
862	FMA FNY Managed Accounts New York	$0	-$1.12K	–	Closed
863	FWM Frontier Wealth Management Kansas City, Missouri	$0	-$204K	–	Closed
864	GP GLG Partners London, United Kingdom	$0	-$283K	–	Closed
865	Gratus Capital Atlanta, Georgia	$0	-$2.5M	–	Closed
866	GBT Grove Bank & Trust Miami, Florida	$0	-$4K	–	Closed
867	HIP Hatteras Investment Partners Raleigh, North Carolina	$0	-$1.19M	–	Closed
868	HBK Investments Dallas, Texas	$0	-$122K	–	Closed
869	Hennessy Advisors Inc Novato, California	$0	-$1.07M	–	Closed
870	HCCM Herring Creek Capital Management Stamford, Connecticut	$0	-$11.5M	–	Closed
871	HAM Highstreet Asset Management London, Ontario, Canada	$0	-$1.4M	–	Closed
872	HS HighVista Strategies Boston, Massachusetts	$0	-$2.32M	–	Closed
873	Horizon Investments Charlotte, North Carolina	$0	-$347K	–	Closed
874	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$1.07M	–	Closed
875	HR Howe & Rusling Rochester, New York	$0	-$1K	–	Closed