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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	BCM Bayesian Capital Management Brooklyn, New York	$0	-$629K	0	–	Closed
877	BRA Blue Rock Advisors Wayzata, Minnesota	$0	-$217K	0	–	Closed
878	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$557K	0	–	Closed
879	Boston Partners Boston, Massachusetts	$0	-$3.3M	0	–	Closed
880	Brookstone Capital Management Wheaton, Illinois	$0	-$158K	0	–	Closed
881	CC Cannell & Co New York	$0	-$7.7M	0	–	Closed
882	CCM Chicago Capital Management Chicago, Illinois	$0	+$8	1	0%	New
883	Clal Insurance Tel-Aviv, Israel	$0	-$10.8M	0	–	Closed
884	CG Clinton Group New York	$0	-$2.64M	0	–	Closed
885	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$7.19M	0	–	Closed
886	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$1.01M	0	–	Closed
887	CI Cowen Inc New York	$0	-$12.1M	0	–	Closed
888	CP Cumberland Partners Toronto, Ontario, Canada	$0	-$105K	0	–	Closed
889	DSI Daiwa SB Investments Tokyo, Japan	$0	-$247K	0	–	Closed
890	DRS Deane Retirement Strategies New Orleans, Louisiana	$0	-$1.06M	0	–	Closed
891	Element Capital Management New York	$0	-$1.03M	0	–	Closed
892	Emerald Advisers Leola, Pennsylvania	$0	-$1.23M	0	–	Closed
893	Employees Provident Fund Board Shah Alam, Malaysia	$0	-$18.6K	0	–	Closed
894	FP FDO Partners Cambridge, Massachusetts	$0	-$1.45M	0	–	Closed
895	FCM Firsthand Capital Management San Jose, California	$0	-$4.54M	0	–	Closed
896	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$1K	0	–	Closed
897	FSA Franklin Street Advisors Chapel Hill, North Carolina	$0	-$157K	0	–	Closed
898	Fuller & Thaler Asset Management San Mateo, California	$0	-$41K	0	–	Closed
899	GCP Garelick Capital Partners Boston, Massachusetts	$0	-$4.17M	0	–	Closed
900	GBA Garrison Bradford & Associates New York	$0	-$260K	0	–	Closed