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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	PCM Perritt Capital Management Chicago, Illinois	$0	-$423K	–	Closed
927	PC Perry Capital New York	$0	-$155M	–	Closed
928	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$0	-$332K	–	Closed
929	PRC Platte River Capital Denver, Colorado	$0	-$137K	–	Closed
930	PCM Princeton Capital Management Red Bank, New Jersey	$0	-$1.1M	–	Closed
931	Prudential plc London, England, United Kingdom	$0	-$271K	–	Closed
932	Quadrature Capital London, United Kingdom	$0	-$1.41M	–	Closed
933	QI Qualcomm Inc San Diego, California	$0	-$3K	–	Closed
934	QI Quotient Investors New York	$0	-$19.4M	–	Closed
935	RGNCM R.G. Niederhoffer Capital Management New York	$0	-$681K	–	Closed
936	RIG Roosevelt Investment Group New York	$0	-$2.69M	–	Closed
937	RCM Rotella Capital Management Bellevue, Washington	$0	-$181K	–	Closed
938	SCGE Management Menlo Park, California	$0	-$38M	–	Closed
939	SC Scholtz & Company Stamford, Connecticut	$0	-$1.77M	–	Closed
940	SM Scoggin Management New York	$0	-$36.5M	–	Closed
941	SCA Secor Capital Advisors New York	$0	-$452K	–	Closed
942	SCI Seneca Capital Investments New York	$0	-$10.4M	–	Closed
943	SAM Sentinel Asset Management Montpelier, Vermont	$0	-$271K	–	Closed
944	SI Shaker Investments Cleveland, Ohio	$0	-$407K	–	Closed
945	SAM Shamrock Asset Management Dallas, Texas	$0	-$54K	–	Closed
946	SCM Signia Capital Management Spokane, Washington	$0	-$1.11M	–	Closed
947	SCM SkyTop Capital Management Rutherford, New Jersey	$0	-$21.2M	–	Closed
948	SOAMC Spirit of America Management Corp Syosset, New York	$0	-$155K	–	Closed
949	SRAM Stone Ridge Asset Management New York	$0	-$214K	–	Closed
950	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$6.25M	–	Closed