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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	PBT Pictet Bank & Trust Nassau, Bahamas	$0	-$249K	–	Closed
902	PNAA Pictet North America Advisors Geneva 73, Switzerland	$0	-$288K	–	Closed
903	PCM Piermont Capital Management St. Louis, Missouri	$0	-$537K	–	Closed
904	P Pitcairn Conshohocken, Pennsylvania	$0	-$187K	–	Closed
905	PC Pomelo Capital New York	$0	-$3.36M	–	Closed
906	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$8.98M	–	Closed
907	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$1.08M	–	Closed
908	QOP Quinn Opportunity Partners Charlottesville, Virginia	$0	-$5.36M	–	Closed
909	RIM Ranger Investment Management Dallas, Texas	$0	-$18.1M	–	Closed
910	RWM Rezny Wealth Management Fort Myers, Florida	$0	-$3K	–	Closed
911	SIG Schooner Investment Group Wayne, Pennsylvania	$0	-$309K	–	Closed
912	SCA Secor Capital Advisors New York	$0	-$340K	–	Closed
913	SI Sensato Investors San Francisco, California	$0	-$281K	–	Closed
914	SEC Seven Eight Capital New York	$0	-$956K	–	Closed
915	SIM Sonora Investment Management Tucson, Arizona	$0	-$8K	–	Closed
916	Soros Fund Management New York	$0	-$1.11M	–	Closed
917	SIM Spark Investment Management New York	$0	-$240K	–	Closed
918	SI Standard Investments New York	$0	-$6.4M	–	Closed
919	SSG Summit Securities Group New York	$0	-$39K	–	Closed
920	SG Swarthmore Group Philadelphia, Pennsylvania	$0	-$37.1M	–	Closed
921	TCA Taconic Capital Advisors New York	$0	-$27M	–	Closed
922	TC TFS Capital West Chester, Pennsylvania	$0	-$4.94M	–	Closed
923	Thornburg Investment Management Santa Fe, New Mexico	$0	-$4.45M	–	Closed
924	T TOBAM Paris, France	$0	-$1.36M	–	Closed
925	UBS O'Connor Chicago, Illinois	$0	-$21.4M	–	Closed