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 | |
|---|---|---|---|---|---|---|---|
| 951 |
Scout Investments
Kansas City,
Missouri
| $0 | -$17.2M | 0 | – | Closed |
|
| 952 |
SM
Senvest Management
New York
| $0 | -$447K | 0 | – | Closed |
|
| 953 |
Soros Fund Management
New York
| $0 | -$15.4M | 0 | – | Closed |
|
| 954 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
| $0 | -$428K | 0 | – | Closed |
|
| 955 |
Twin Tree Management
Dallas,
Texas
| $0 | -$144K | 0 | – | Closed |
|
| 956 |
UPA
Union Point Advisors
San Mateo,
California
| $0 | -$19.2M | 0 | – | Closed |
|
| 957 |
Verition Fund Management
Greenwich,
Connecticut
| $0 | -$1.72M | 0 | – | Closed |
|
| 958 |
Voloridge Investment Management
Jupiter,
Florida
| $0 | -$13.9M | 0 | – | Closed |
|
| 959 |
WC
Wexford Capital
West Palm Beach,
Florida
| $0 | -$11.4M | 0 | – | Closed |
|
| 960 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
| $0 | -$226K | 0 | – | Closed |
|
| 961 |
ZAM
Zenit Asset Management
Stockholm,
Sweden
| $0 | -$13K | 0 | – | Closed |
|