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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
901	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$11.2M	–	Closed
902	HIM Hutchens Investment Management Concord, New Hampshire	$0	-$1.26M	–	Closed
903	IA Icon Advisers Greenwood Village, Colorado	$0	-$6.55M	–	Closed
904	IC IKOS CIF Limassol, Cyprus	$0	-$199K	–	Closed
905	IC Intersect Capital San Ramon, California	$0	-$3K	–	Closed
906	JCM Jag Capital Management St Louis, Missouri	$0	-$1.58M	–	Closed
907	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$0	-$10.6M	–	Closed
908	MC Maplelane Capital New York	$0	$0	–	Closed
909	Martingale Asset Management Boston, Massachusetts	$0	-$9.05M	–	Closed
910	MCF Advisors Covington, Kentucky	$0	-$5K	–	Closed
911	MFS McNamara Financial Services Marshfield, Massachusetts	$0	-$1.26M	–	Closed
912	MCA Mercer Capital Advisers Little Silver, New Jersey	$0	-$24K	–	Closed
913	MUSU Mitsubishi UFJ Securities (USA) New York	$0	-$1.73M	–	Closed
914	Mizuho Securities USA New York	$0	-$1.16M	–	Closed
915	NCIM New Century Investment Management Southfield, Michigan	$0	-$3.13M	–	Closed
916	NCM Newgate Capital Management Greenwich, Connecticut	$0	-$348K	–	Closed
917	New York Life Investment Management New York	$0	-$287K	–	Closed
918	Nikko Asset Management Americas New York	$0	-$838K	–	Closed
919	NC Northpointe Capital Bloomfield Hills, Michigan	$0	-$962K	–	Closed
920	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	-$2K	–	Closed
921	NL NWAM LLC Mercer Island, Washington	$0	-$207K	–	Closed
922	OI Oakbrook Investments Lisle, Illinois	$0	-$818K	–	Closed
923	PCM Palestra Capital Management New York	$0	-$27.5M	–	Closed
924	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$0	-$222K	–	Closed
925	POA Pergamon Offshore Advisors New York	$0	-$313K	–	Closed