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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
1001	RCG Ruggie Capital Group Tavares, Florida	$0	-$48K	0	–	Closed
1002	SMH Sanders Morris Harris Houston, Texas	$0	-$2.88M	0	–	Closed
1003	SH SeaTown Holdings Singapore	$0	-$23M	0	–	Closed
1004	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$0	-$69K	0	–	Closed
1005	SignatureFD Atlanta, Georgia	$0	-$101K	0	–	Closed
1006	SCM Snow Capital Management Sewickley, Pennsylvania	$0	-$2.15M	0	–	Closed
1007	Soros Fund Management New York	$0	-$1.56M	0	–	Closed
1008	SCM Stonebridge Capital Management Los Angeles, California	$0	-$307K	0	–	Closed
1009	TM Thrax Management New York	$0	-$1.07M	0	–	Closed
1010	TH Timber Hill Greenwich, Connecticut	$0	-$1.28M	0	–	Closed
1011	TG TLP Group Evanston, Illinois	$0	-$132K	0	–	Closed
1012	TC TradeLink Capital Chicago, Illinois	$0	-$249K	0	–	Closed
1013	TCM Tran Capital Management San Rafael, California	$0	-$16.3M	0	–	Closed
1014	TPWA TRUE Private Wealth Advisors Salem, Oregon	$0	-$742K	0	–	Closed
1015	UBS O'Connor Chicago, Illinois	$0	-$7.76M	0	–	Closed
1016	VIA Vantage Investment Advisors State College, Pennsylvania	$0	-$2K	0	–	Closed
1017	WI WBI Investments Red Bank, New Jersey	$0	-$3.92M	0	–	Closed
1018	Wealth Enhancement Advisory Services Plymouth, Minnesota	$0	-$860K	0	–	Closed
1019	Weiss Multi-Strategy Advisers New York	$0	-$1.52M	0	–	Closed
1020	WC Wexford Capital West Palm Beach, Florida	$0	-$1.18M	0	–	Closed
1021	Williams Jones & Associates New York	$0	-$249K	0	–	Closed
1022	WAS Winch Advisory Services Appleton, Wisconsin	$0	$0	1	0%	Maintained