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 | |
|---|---|---|---|---|---|---|---|
| 926 |
WSCM
Wellington Shields Capital Management
New York
| $0 | -$260K | 0 | – | Closed |
|
| 927 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
| $0 | -$917K | 1 | 0% | Reduced |
|
| 928 |
YCMGA
York Capital Management Global Advisors
New York
| $0 | -$18.9M | 0 | – | Closed |
|
| 929 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
| $0 | -$252K | 0 | – | Closed |
|
| 930 |
ZA
Zweig Advisers
Hartford,
Connecticut
| $0 | -$10.4M | 0 | – | Closed |
|