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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	LCM Lakewood Capital Management New York	$0	-$56.6M	–	Closed
877	LFR Lehman Financial Resources Media, Pennsylvania	$0	-$1K	–	Closed
878	LCM Leonard Capital Management Vero Beach, Florida	$0	-$1.7M	–	Closed
879	LG Leuthold Group Minneapolis, Minnesota	$0	-$1.5M	–	Closed
880	LCG Lisanti Capital Growth New York	$0	-$1M	–	Closed
881	LMR Partners London, United Kingdom	$0	-$796K	–	Closed
882	LCM Logan Capital Management Newtown Square, Pennsylvania	$0	-$2.61M	–	Closed
883	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$5.03M	–	Closed
884	Loomis, Sayles & Company Boston, Massachusetts	$0	-$30K	–	Closed
885	LS Lupo Securities Chicago, Illinois	$0	-$89.4K	–	Closed
886	MTIP Magee Thomson Investment Partners San Diego, California	$0	-$5K	–	Closed
887	MSU Maple Securities USA Jersey City, New Jersey	$0	-$612K	–	Closed
888	MDSL M.D. Sass LLC New York	$0	-$39.8M	–	Closed
889	Meag Munich Ergo Munich, Germany	$0	-$9.64M	–	Closed
890	MPM Meritage Portfolio Management Overland Park, Kansas	$0	-$4.36M	–	Closed
891	MHS M Holdings Securities Portland, Oregon	$0	-$273K	–	Closed
892	Moore Capital Management New York	$0	-$8.15M	–	Closed
893	MUFG Securities EMEA London, United Kingdom	$0	-$430K	–	Closed
894	MCM MV Capital Management Bethesda, Maryland	$0	-$2K	–	Closed
895	MAM Myriad Asset Management North Point, Hong Kong	$0	-$7.73M	–	Closed
896	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$641K	–	Closed
897	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$1.95M	–	Closed
898	NIMC NWQ Investment Management Company Los Angeles, California	$0	-$24M	–	Closed
899	OAM Oxford Asset Management Oxford, United Kingdom	$0	-$16.9M	–	Closed
900	Paradigm Capital Management Inc Albany, New York	$0	-$226K	–	Closed