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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	Theme Stocks	% of Portfolio	Status
876	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$407K	0	–	Closed
877	GWM Gupta Wealth Management San Diego, California	$0	-$16K	0	–	Closed
878	HAM HHR Asset Management Berkeley Heights, New Jersey	$0	-$65.9M	0	–	Closed
879	HighPoint Advisor Group Downers Grove, Illinois	$0	-$175K	0	–	Closed
880	IC IKOS CIF Limassol, Cyprus	$0	-$249K	0	–	Closed
881	ICOA Investment Centers of America Bismarck, North Dakota	$0	-$149K	0	–	Closed
882	IRS Invictus RG (Singapore) Singapore	$0	-$192K	0	–	Closed
883	Jacobs Levy Equity Management Florham Park, New Jersey	$0	-$648K	0	–	Closed
884	JIC Joel Isaacson & Co New York	$0	-$6K	1	0%	Reduced
885	KT Kanaly Trust Houston, Texas	$0	-$2K	0	–	Closed
886	Krilogy Financial St. Louis, Missouri	$0	-$31K	0	–	Closed
887	LWA Lenox Wealth Advisors New York	$0	-$15K	0	–	Closed
888	LCS Levin Capital Strategies New York	$0	-$315K	0	–	Closed
889	LFM Lumina Fund Management New York	$0	-$373K	0	–	Closed
890	Magnetar Financial Evanston, Illinois	$0	-$1.11M	0	–	Closed
891	MP Manifold Partners San Francisco, California	$0	-$213K	0	–	Closed
892	MPA Marvin & Palmer Associates Wilmington, Delaware	$0	-$1.88M	0	–	Closed
893	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$737K	0	–	Closed
894	MCM Moon Capital Management New York	$0	-$2.88M	0	–	Closed
895	MIC MU Investments Company Tokyo, Japan	$0	-$25K	0	–	Closed
896	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$0	-$4.31M	0	–	Closed
897	NMC Nine Masts Capital Central, Hong Kong	$0	-$1.5M	0	–	Closed
898	Nippon Life Global Investors Americas New York	$0	-$3.43M	0	–	Closed
899	NM Nokota Management New York	$0	-$16.6M	0	–	Closed
900	POA Pergamon Offshore Advisors New York	$0	-$292K	0	–	Closed