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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	CPIM Columbia Partners Investment Management Alexandria, Virginia	$0	-$2.29M	–	Closed
877	CCM Contrarian Capital Management Greenwich, Connecticut	$0	-$2.17M	–	Closed
878	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$632K	–	Closed
879	CCM Cornerstone Capital Management Edina, Minnesota	$0	-$66.6M	–	Closed
880	CCT Country Club Trust Kansas City, Missouri	$0	-$753K	–	Closed
881	CPP Crow Point Partners Boston, Massachusetts	$0	-$353K	–	Closed
882	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$0	-$571K	–	Closed
883	Driehaus Capital Management Chicago, Illinois	$0	-$90K	–	Closed
884	DSC Duncker Streett & Co St. Louis, Missouri	$0	-$33K	–	Closed
885	DTL Dynamic Technology Lab Singapore	$0	-$592K	–	Closed
886	FNYS First New York Securities New York	$0	-$77.3K	–	Closed
887	FM Forward Management San Francisco, California	$0	-$266K	–	Closed
888	FP Foundry Partners Minneapolis, Minnesota	$0	-$336K	–	Closed
889	Fuller & Thaler Asset Management San Mateo, California	$0	-$3.74M	–	Closed
890	Fulton Bank Lancaster, Pennsylvania	$0	-$207K	–	Closed
891	GIPM G2 Investment Partners Management New York	$0	-$1.24M	–	Closed
892	GMIM General Motors Investment Management New York	$0	-$637K	–	Closed
893	GVT Genesee Valley Trust Pittsford, New York	$0	-$216K	–	Closed
894	GGHC Gilder Gagnon Howe & Co New York	$0	-$700K	–	Closed
895	GAMA Graticule Asia Macro Advisors New York	$0	-$2.34M	–	Closed
896	GIM Groesbeck Investment Management Paramus, New Jersey	$0	-$280K	–	Closed
897	GCMG Gyroscope Capital Management Group Naples, Florida	$0	-$307K	–	Closed
898	GIM Gyrus Investment Management Toronto, Ontario, Canada	$0	-$1.78M	–	Closed
899	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$1.16M	–	Closed
900	HCCM Herring Creek Capital Management Stamford, Connecticut	$0	-$15.1M	–	Closed