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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
976	KC Kingfisher Capital Charlotte, North Carolina	$0	-$2.06M	0	–	Closed
977	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$1.9M	0	–	Closed
978	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$1.27M	0	–	Closed
979	LAM Lebenthal Asset Management New York	$0	-$6K	0	–	Closed
980	LAM Lingohr Asset Management Duesseldorf, Germany	$0	-$962K	0	–	Closed
981	Mackenzie Financial Toronto Ontario, Ontario, Canada	$0	-$1.28M	0	–	Closed
982	Magnetar Financial Evanston, Illinois	$0	-$368K	0	–	Closed
983	MAM Majedie Asset Management London, United Kingdom	$0	-$1.87M	0	–	Closed
984	MIM Miller Investment Management West Conshohocken, Pennsylvania	$0	-$533K	0	–	Closed
985	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$0	+$94	1	0%	New
986	MCP Mirador Capital Partners Pleasanton, California	$0	-$1.31M	0	–	Closed
987	MTB Mizuho Trust & Banking Tokyo, Japan	$0	-$57.6M	0	–	Closed
988	M MOTCO San Antonio, Texas	$0	-$9K	0	–	Closed
989	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$0	-$22K	0	–	Closed
990	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
991	PC Palo Capital Newport Beach, California	$0	-$130K	0	–	Closed
992	PAPAIJV Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas	$0	-$5.21M	0	–	Closed
993	PIM Partner Investment Management San Francisco, California	$0	-$775K	0	–	Closed
994	Pathstone Family Office Englewood, New Jersey	$0	-$19K	0	–	Closed
995	PCM Penn Capital Management Philadelphia, Pennsylvania	$0	-$1.16M	0	–	Closed
996	PTC Petrus Trust Company Dallas, Texas	$0	-$143K	0	–	Closed
997	PHS PFM Health Sciences San Francisco, California	$0	-$44.2M	0	–	Closed
998	RBF Capital San Francisco, California	$0	-$196K	0	–	Closed
999	RHBC R.H. Bluestein & Co Birmingham, Michigan	$0	-$210K	0	–	Closed
1000	Rothschild & Co Asset Management US Stamford, Connecticut	$0	-$268K	0	–	Closed