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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	ICM IMS Capital Management Portland, Oregon	$0	-$673K	0	–	Closed
877	ICP Indus Capital Partners New York	$0	-$15.4M	0	–	Closed
878	IB Intrust Bank Wichita, Kansas	$0	-$301K	0	–	Closed
879	ICM Ionic Capital Management New York	$0	-$628K	0	–	Closed
880	IAM Iridian Asset Management Westport, Connecticut	$0	-$162M	0	–	Closed
881	IIM Ivory Investment Management New York	$0	-$24M	0	–	Closed
882	JIC Joel Isaacson & Co New York	$0	$0	1	0%	Maintained
883	JGUA John G. Ullman & Associates Corning, New York	$0	-$1.4M	0	–	Closed
884	JWS Juncture Wealth Strategies Scottsdale, Arizona	$0	-$1.17M	0	–	Closed
885	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$41K	0	–	Closed
886	KP Keel Point Huntsville, Alabama	$0	-$752K	0	–	Closed
887	KCM Kingdon Capital Management New York	$0	-$8.8M	0	–	Closed
888	KC Kingfisher Capital Charlotte, North Carolina	$0	-$1.32M	0	–	Closed
889	LCM Landscape Capital Management Englewood, New Jersey	$0	-$793K	0	–	Closed
890	LCM Leonard Capital Management Vero Beach, Florida	$0	-$2.83M	0	–	Closed
891	LMR Partners London, United Kingdom	$0	-$283K	0	–	Closed
892	LA Lucus Advisors New York	$0	-$373K	0	–	Closed
893	MAM Mark Asset Management New York	$0	-$731K	0	–	Closed
894	Marshall Wace London, United Kingdom	$0	-$11.8M	0	–	Closed
895	MCM Mazama Capital Management Portland, Oregon	$0	-$3.6M	0	–	Closed
896	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$453K	0	–	Closed
897	NSIM North Star Investment Management Chicago, Illinois	$0	-$32K	0	–	Closed
898	OMC Oasis Management Company Grand Cayman, Cayman Islands	$0	-$425K	0	–	Closed
899	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$2.91M	0	–	Closed
900	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$0	-$6K	0	–	Closed