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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	DPA Delphi Private Advisors San Diego, California	$0	-$1K	–	Closed
952	Discovery Capital Management South Norwalk, Connecticut	$0	-$62.1M	–	Closed
953	DFO Duquesne Family Office New York	$0	-$32.5M	–	Closed
954	EGM Espalier Global Management New York	$0	-$3.33M	–	Closed
955	FPC Falcon Point Capital San Francisco, California	$0	-$254K	–	Closed
956	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$503K	–	Closed
957	First Eagle Investment Management New York	$0	-$3.65M	–	Closed
958	FMA FNY Managed Accounts New York	$0	-$1.74M	–	Closed
959	GIPM G2 Investment Partners Management New York	$0	-$655K	–	Closed
960	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$0	-$858K	–	Closed
961	GAMA Graticule Asia Macro Advisors New York	$0	-$16.5M	–	Closed
962	HT HAP Trading New York	$0	-$12M	–	Closed
963	HCS Harvest Capital Strategies San Francisco, California	$0	-$2.56M	–	Closed
964	HM Harvest Management New York	$0	-$355K	–	Closed
965	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$284K	–	Closed
966	HPCM High Pointe Capital Management Chicago, Illinois	$0	-$566K	–	Closed
967	HI Honeywell International Charlotte, North Carolina	$0	-$10.5M	–	Closed
968	HS Horan Securities Cincinnati, United States	$0	-$3K	–	Closed
969	HRT Financial New York	$0	-$242K	–	Closed
970	Intact Investment Management Montreal, Quebec, Canada	$0	-$246K	–	Closed
971	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$0	-$21K	–	Closed
972	IR Invictus RG Hamilton, Bermuda	$0	-$18K	–	Closed
973	Jericho Capital Asset Management New York	$0	-$33.4M	–	Closed
974	JGC J. Goldman & Co New York	$0	-$197K	–	Closed
975	JSAM J. Safra Asset Management New York	$0	-$44K	–	Closed