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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
876	SC Salzman & Co Pittsford, New York	$0	-$9.67M	–	Closed
877	SH Scepter Holdings Fort Worth, Texas	$0	-$330K	–	Closed
878	SCM Segantii Capital Management Hong Kong	$0	-$20.5M	–	Closed
879	ST Sentinel Trust Houston, Texas	$0	-$666K	–	Closed
880	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$1.53M	–	Closed
881	SAM Symphony Asset Management San Francisco, California	$0	-$1.18M	–	Closed
882	SCP Syntal Capital Partners Midland, Texas	$0	-$223K	–	Closed
883	TU TDAM USA Toronto, Ontario, Canada	$0	-$638K	–	Closed
884	THCM Tipp Hill Capital Management New York	$0	-$6.59M	–	Closed
885	Tocqueville Asset Management New York	$0	-$389K	–	Closed
886	T TradeWorx Red Bank, New Jersey	$0	-$1.53M	–	Closed
887	TI Turner Investments Berwyn, Pennsylvania	$0	-$41K	–	Closed
888	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$0	-$989K	–	Closed
889	VAM Visionary Asset Management Houston, Texas	$0	-$3K	–	Closed
890	WAM Weatherly Asset Management Del Mar, California	$0	-$165K	–	Closed