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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	FPCP Fort Point Capital Partners San Francisco, California	$0	-$1.35M	–	Closed
927	FO FT Options Chicago, Illinois	$0	-$63K	–	Closed
928	GS Gagnon Securities New York	$0	-$252K	–	Closed
929	GE General Electric Evendale, Ohio	$0	-$5.66M	–	Closed
930	GA GFS Advisors Houston, Texas	$0	-$502K	–	Closed
931	GEM Global Endowment Management Charlotte, North Carolina	$0	-$286K	–	Closed
932	Handelsbanken Fonder Stockholm, Sweden	$0	-$301K	–	Closed
933	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$0	-$114K	–	Closed
934	Hillsdale Investment Management Toronto, Ontario, Canada	$0	-$9K	–	Closed
935	ING Group Amsterdam, Netherlands	$0	-$2.45M	–	Closed
936	IIA IPG Investment Advisors San Diego, California	$0	-$11.8M	–	Closed
937	JCP Jabre Capital Partners Geneva, Switzerland	$0	-$2.08M	–	Closed
938	JIR James Investment Research Alpha, Ohio	$0	-$1.07M	–	Closed
939	KA KLCM Advisors Milwaukee, Wisconsin	$0	-$783K	–	Closed
940	KCM KSA Capital Management Morristown, New Jersey	$0	-$138K	–	Closed
941	Lazard Asset Management New York	$0	-$665K	–	Closed
942	LMAM Legg Mason Asset Management Tokyo, Japan	$0	-$480K	–	Closed
943	LSC Lesa Sroufe & Co Seattle, Washington	$0	-$3.97M	–	Closed
944	LCS Levin Capital Strategies New York	$0	-$165K	–	Closed
945	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$972K	–	Closed
946	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$0	-$10K	–	Closed
947	MCC Malaga Cove Capital Pv Estates, California	$0	-$383K	–	Closed
948	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$344K	–	Closed
949	MCF Advisors Covington, Kentucky	$0	-$8K	–	Closed
950	Moore Capital Management New York	$0	-$10.1M	–	Closed