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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
926	GAMCO Investors Greenwich, Connecticut	$0	-$1.12M	–	Closed
927	GF Gerry Farber New York	$0	-$3.19M	–	Closed
928	Hennessy Advisors Inc Novato, California	$0	-$534K	–	Closed
929	Hudson Bay Capital Management Stamford, Connecticut	$0	-$5.57M	–	Closed
930	JMH J.M. Hartwell New York	$0	-$377K	–	Closed
931	KAS Kemnay Advisory Services New York	$0	-$2.77M	–	Closed
932	Lazard Asset Management New York	$0	-$866K	–	Closed
933	LWA Lenox Wealth Advisors New York	$0	-$7K	–	Closed
934	LSCM Light Street Capital Management Palo Alto, California	$0	-$14M	–	Closed
935	LBG Lloyds Banking Group London, United Kingdom	$0	-$1.42M	–	Closed
936	MAS Madden Advisory Services Jacksonville, Florida	$0	-$34K	–	Closed
937	MCM Mason Capital Management New York	$0	-$161M	–	Closed
938	MCG Meru Capital Group New York	$0	-$3.77M	–	Closed
939	Natixis Paris, France	$0	-$14M	–	Closed
940	Numeric Investors Boston, Massachusetts	$0	-$1.13M	–	Closed
941	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$13.2M	–	Closed
942	PCM Palouse Capital Management Spokane, Washington	$0	-$3.14M	–	Closed
943	PIP Perennial Investment Partners Sydney, Australia	$0	-$3.23M	–	Closed
944	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$0	-$898K	–	Closed
945	PTC Private Trust Company Cleveland, Ohio	$0	-$103K	–	Closed
946	RP Raiff Partners New York	$0	-$3.43M	–	Closed
947	Saba Capital Management New York	$0	-$1.1M	–	Closed
948	SC Saiers Capital New York	$0	-$398K	–	Closed
949	SFSIG San Francisco Sentry Investment Group San Francisco, California	$0	-$5K	–	Closed
950	SGH Schonfeld Group Holdings Jericho, New York	$0	-$206K	–	Closed