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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	AQR Arbitrage Greenwich, Connecticut	$0	-$639K	0	–	Closed
977	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$0	-$428K	0	–	Closed
978	AJ Ashburton (Jersey) St Helier, Jersey	$0	-$2.1M	0	–	Closed
979	Assenagon Asset Management Senningerberg, Luxembourg	$0	-$35.3M	0	–	Closed
980	ACM Aviance Capital Management Sarasota, Florida	$0	-$374K	0	–	Closed
981	Bailard Foster City, California	$0	-$211K	0	–	Closed
982	BII Bainco International Investors Boston, Massachusetts	$0	-$357K	0	–	Closed
983	BC Barnett & Company Chattanooga, Tennessee	$0	-$119K	0	–	Closed
984	BCM Bayesian Capital Management Brooklyn, New York	$0	-$2.17M	0	–	Closed
985	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	+$24	1	0%	New
986	BCMNY Buckingham Capital Management (New York) New York	$0	-$8.24M	0	–	Closed
987	CO Caldwell & Orkin Norcross, Georgia	$0	-$1.09M	0	–	Closed
988	CIM Calvert Investment Management Bethesda, Maryland	$0	-$2.15M	0	–	Closed
989	Capital Fund Management (CFM) Paris, France	$0	-$4.79M	0	–	Closed
990	CAM CMT Asset Management Chicago, Illinois	$0	-$284K	0	–	Closed
991	CIM Contrarius Investment Management St. Helier, Jersey	$0	-$1.77M	0	–	Closed
992	CI Cowen Inc New York	$0	-$1.1M	0	–	Closed
993	DVM Dreman Value Management West Palm Beach, Florida	$0	-$21K	0	–	Closed
994	EI EAM Investors Solana Beach, California	$0	-$920K	0	–	Closed
995	EARNEST Partners Atlanta, Georgia	$0	-$17K	0	–	Closed
996	EI Elkhorn Investments Chicago, Illinois	$0	-$1.17M	0	–	Closed
997	Empirical Finance Havertown, Pennsylvania	$0	-$32K	0	–	Closed
998	FP FDO Partners Cambridge, Massachusetts	$0	-$2.76M	0	–	Closed
999	FAN Financial Advisors Network Tustin, California	$0	-$2.01K	0	–	Closed
1000	First Manhattan New York	$0	-$21K	0	–	Closed