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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
901	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$0	-$363K	0	–	Closed
902	Grimes & Company Westborough, Massachusetts	$0	-$345K	0	–	Closed
903	GCM Gruss Capital Management New York	$0	-$8.06M	0	–	Closed
904	Hancock Whitney Gulfport, Mississippi	$0	-$229K	0	–	Closed
905	Intact Investment Management Montreal, Quebec, Canada	$0	-$248K	0	–	Closed
906	IR Invictus RG Hamilton, Bermuda	$0	-$45K	0	–	Closed
907	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$0	-$271K	0	–	Closed
908	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$0	-$1K	0	–	Closed
909	JIC Joel Isaacson & Co New York	$0	$0	1	0%	Maintained
910	JT Jump Trading Chicago, Illinois	$0	-$541K	0	–	Closed
911	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$480K	0	–	Closed
912	Laurion Capital Management New York	$0	-$3.81M	0	–	Closed
913	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$0	-$8K	0	–	Closed
914	Meag Munich Ergo Munich, Germany	$0	-$15.7M	0	–	Closed
915	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$0	-$3.87M	0	–	Closed
916	MBT Monroe Bank & Trust Monroe, Michigan	$0	-$7K	0	–	Closed
917	MCM Mork Capital Management Healdsburg, California	$0	-$817K	0	–	Closed
918	NPGCU Napier Park Global Capital (US) New York	$0	-$1.05M	0	–	Closed
919	NCM Narwhal Capital Management Marietta, Georgia	$0	-$511K	0	–	Closed
920	NIMI Natixis Investment Managers International Paris, France	$0	-$30K	0	–	Closed
921	Numeric Investors Boston, Massachusetts	$0	-$1.21M	0	–	Closed
922	PC Palo Capital Newport Beach, California	$0	-$275K	0	–	Closed
923	PIM Partner Investment Management San Francisco, California	$0	-$1.57M	0	–	Closed
924	PAM PartnerRe Asset Management Greenwich, Connecticut	$0	-$162K	0	–	Closed
925	PC Paulson & Co New York	$0	-$368M	0	–	Closed