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 | |
|---|---|---|---|---|---|---|---|
| 1026 |
SC
Shellback Capital
Boston,
Massachusetts
| $0 | -$10.6M | 0 | – | Closed |
|
| 1027 |
Sowell Financial Services
North Little Rock,
Arkansas
| $0 | -$21K | 0 | – | Closed |
|
| 1028 |
VFPI
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $0 | -$452K | 0 | – | Closed |
|
| 1029 |
WIC
Water Island Capital
New York
| $0 | -$263K | 0 | – | Closed |
|
| 1030 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
| $0 | $0 | 0 | – | Closed |
|