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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	Palisade Capital Management Fort Lee, New Jersey	$0	-$283K	–	Closed
902	Park National Corp Newark, Ohio	$0	-$278K	–	Closed
903	Point72 Asset Management Stamford, Connecticut	$0	-$62.7M	–	Closed
904	PHK Point72 Hong Kong Hong Kong	$0	-$462K	–	Closed
905	PCM Portolan Capital Management Boston, Massachusetts	$0	-$1.59M	–	Closed
906	Quantbot Technologies New York	$0	-$163K	–	Closed
907	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$1.5M	–	Closed
908	RCM Rotella Capital Management Bellevue, Washington	$0	-$144K	–	Closed
909	RAM RWC Asset Management London, United Kingdom	$0	-$859K	–	Closed
910	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$2.85M	–	Closed
911	Savant Capital Rockford, Illinois	$0	-$143K	–	Closed
912	Schroder Investment Management Group London, United Kingdom	$0	-$272K	–	Closed
913	Scotia Capital Toronto, Ontario, Canada	$0	-$1.02M	–	Closed
914	Simplex Trading Chicago, Illinois	$0	-$36.4K	–	Closed
915	SA Springowl Associates New York	$0	-$283K	–	Closed
916	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$102K	–	Closed
917	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$1.08M	–	Closed
918	TI Telemetry Investments New York	$0	-$566K	–	Closed
919	TimesSquare Capital Management New York	$0	-$37.6M	–	Closed
920	TF Tompkins Financial Ithaca, New York	$0	-$87K	–	Closed
921	TFA Transamerica Financial Advisors St. Petersburg, Florida	$0	-$40K	–	Closed
922	Trexquant Investment Stamford, Connecticut	$0	-$662K	–	Closed
923	TBAM True Bearing Asset Management San Francisco, California	$0	-$566K	–	Closed
924	TCOV Trust Company of Vermont Brattleboro, Vermont	$0	-$1K	–	Closed
925	Twin Tree Management Dallas, Texas	$0	-$603K	–	Closed