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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
951	TM Tiger Management New York	$0	-$1.59M	–	Closed
952	THCM Tipp Hill Capital Management New York	$0	-$6.78M	–	Closed
953	Trexquant Investment Stamford, Connecticut	$0	-$3.02M	–	Closed
954	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$0	-$803K	–	Closed
955	VM Valinor Management New York	$0	-$155M	–	Closed
956	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$0	-$2.04M	–	Closed
957	Viking Global Investors Stamford, Connecticut	$0	-$845M	–	Closed
958	Voloridge Investment Management Jupiter, Florida	$0	-$27.6M	–	Closed
959	WI WBI Investments Red Bank, New Jersey	$0	-$1.09M	–	Closed
960	WCM Wealthcare Capital Management Richmond, Virginia	$0	-$3K	–	Closed
961	Whale Rock Capital Management Boston, Massachusetts	$0	-$17.6M	–	Closed
962	WPP Whalerock Point Partners Providence, Rhode Island	$0	-$603K	–	Closed
963	ZB Zions Bancorporation Salt Lake City, Utah	$0	-$9K	–	Closed