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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
951	MWVC Morgens Waterfall Vintiadis & Co New York	$0	-$1.26M	0	–	Closed
952	MUFG Americas New York	$0	-$5K	0	–	Closed
953	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$0	-$793K	0	–	Closed
954	NR Newfound Research Wellesley Hills, Massachusetts	$0	-$1K	1	0%	Reduced
955	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$4.15M	0	–	Closed
956	OAM Orinda Asset Management Lafayette, California	$0	-$134K	0	–	Closed
957	PAIA Park Avenue Institutional Advisers New York	$0	-$174K	0	–	Closed
958	PC Passport Capital San Francisco, California	$0	-$538K	0	–	Closed
959	QC QCM Cayman Houston, Texas	$0	-$218K	0	–	Closed
960	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$431K	0	–	Closed
961	QI Quotient Investors New York	$0	-$219K	0	–	Closed
962	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$790K	0	–	Closed
963	RegentAtlantic Capital Morristown, New Jersey	$0	-$164K	0	–	Closed
964	SCM Sandler Capital Management New York	$0	-$9.01M	0	–	Closed
965	SIG Schooner Investment Group Wayne, Pennsylvania	$0	-$63K	0	–	Closed
966	SM Sciencast Management Princeton, New Jersey	$0	-$1.47M	0	–	Closed
967	SCA Secor Capital Advisors New York	$0	-$1.11M	0	–	Closed
968	SC Skylands Capital Milwaukee, Wisconsin	$0	-$475K	0	–	Closed
969	SCM Southport Capital Management Chattanooga, Tennessee	$0	-$64K	0	–	Closed
970	SC SRB Corp Boston, Massachusetts	$0	-$327K	0	–	Closed
971	SCM Sterneck Capital Management Kansas City, Missouri	$0	-$618K	0	–	Closed
972	SSG Summit Securities Group New York	$0	-$367K	0	–	Closed
973	Tower Research Capital (TRC) New York	$0	-$830K	0	–	Closed
974	Virginia Retirement Systems Richmond, Virginia	$0	-$7.39M	0	–	Closed
975	VAM Visium Asset Management New York	$0	-$6.85M	0	–	Closed