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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	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$0	-$516K	–	Closed
902	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$0	-$2.38M	–	Closed
903	Point72 Asset Management Stamford, Connecticut	$0	-$40.5M	–	Closed
904	PHK Point72 Hong Kong Hong Kong	$0	-$628K	–	Closed
905	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$552K	–	Closed
906	RI Redwood Investments Boston, Massachusetts	$0	-$13K	–	Closed
907	Regions Financial Corp Birmingham, Alabama	$0	-$213K	–	Closed
908	RHBC R.H. Bluestein & Co Birmingham, Michigan	$0	-$377K	–	Closed
909	Rothschild & Co Asset Management US Stamford, Connecticut	$0	-$11.3M	–	Closed
910	RCG Ruggie Capital Group Tavares, Florida	$0	-$1K	–	Closed
911	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$2.71M	–	Closed
912	Schroder Investment Management Group London, United Kingdom	$0	-$19.4M	–	Closed
913	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$0	-$250K	–	Closed
914	SA Smithwood Advisers Los Angeles, California	$0	-$17.2M	–	Closed
915	SCA Southpoint Capital Advisors New York	$0	-$7.54M	–	Closed
916	SM Southport Management Wilson, Wyoming	$0	-$2.03M	–	Closed
917	SI Sprott Inc Toronto, Ontario, Canada	$0	-$3.04M	–	Closed
918	SWM Strategic Wealth Management Kirkland, Washington	$0	-$561K	–	Closed
919	Stratos Wealth Partners Beachwood, Ohio	$0	-$407K	–	Closed
920	SW SVB Wealth Boston, Massachusetts	$0	-$651K	–	Closed
921	SAM Symphony Asset Management San Francisco, California	$0	-$1.13M	–	Closed
922	TMC Trellus Management Company Delray Beach, Florida	$0	-$1.5M	–	Closed
923	TC Trust Company Manhattan, Kansas	$0	-$696K	–	Closed
924	WAM Weatherly Asset Management Del Mar, California	$0	-$217K	–	Closed
925	Weiss Multi-Strategy Advisers New York	$0	-$7.49M	–	Closed