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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
926	PP PDT Partners New York	$0	-$6.65M	0	–	Closed
927	PTC Petrus Trust Company Dallas, Texas	$0	-$318K	0	–	Closed
928	PHS PFM Health Sciences San Francisco, California	$0	-$90.7M	0	–	Closed
929	PFC Poplar Forest Capital Pasadena, California	$0	-$471K	0	–	Closed
930	RWA Ropes Wealth Advisors Boston, Massachusetts	$0	-$1K	0	–	Closed
931	SBL Sargent Bickham Lagudis Boulder, Colorado	$0	-$6K	1	0%	Reduced
932	Saturna Capital Bellingham, Washington	$0	-$666K	0	–	Closed
933	Sculptor Capital New York	$0	-$11.2M	0	–	Closed
934	SAM Sentinel Asset Management Montpelier, Vermont	$0	-$304K	0	–	Closed
935	Sigma Planning Corp Ann Arbor, Michigan	$0	-$147K	0	–	Closed
936	SI SII Investments Appleton, Wisconsin	$0	-$112K	0	–	Closed
937	SCM Sirios Capital Management Boston, Massachusetts	$0	-$3.15M	0	–	Closed
938	SCA Snowden Capital Advisors New York	$0	-$156K	0	–	Closed
939	SIM Spark Investment Management New York	$0	-$81K	0	–	Closed
940	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$1.03M	0	–	Closed
941	SRCM Sterling Ridge Capital Management New York	$0	-$432K	0	–	Closed
942	TC TFS Capital West Chester, Pennsylvania	$0	-$149K	0	–	Closed
943	TC Towle & Co Denver, Colorado	$0	-$3K	0	–	Closed
944	TCM Traynor Capital Management Malvern, Pennsylvania	$0	-$125K	0	–	Closed
945	UONDDL University of Notre Dame du Lac South Bend, Indiana	$0	-$1.62M	0	–	Closed
946	VF Virtu Financial New York	$0	-$161K	0	–	Closed