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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
1051	HAM Highstreet Asset Management London, Ontario, Canada	$0	-$461K	–	Closed
1052	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$5.78M	–	Closed
1053	I.G. Investment Management Winnipeg, Manitoba, Canada	$0	-$4.32M	–	Closed
1054	IPC Independent Portfolio Consultants Boca Raton, Florida	$0	-$35K	–	Closed
1055	IF IRON Financial Northbrook, Illinois	$0	-$208K	–	Closed
1056	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$0	-$582K	–	Closed
1057	JGC J. Goldman & Co New York	$0	-$2.93M	–	Closed
1058	MC Maplelane Capital New York	$0	-$13M	–	Closed
1059	Mariner Independent Advisor Network Overland Park, Kansas	$0	-$15.1M	–	Closed
1060	MPM Meritage Portfolio Management Overland Park, Kansas	$0	-$10.1M	–	Closed
1061	Mizuho Securities USA New York	$0	-$942K	–	Closed
1062	NCM Narwhal Capital Management Marietta, Georgia	$0	-$316K	–	Closed
1063	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	–	Closed
1064	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$231K	–	Closed
1065	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$0	-$538K	–	Closed
1066	NCM Northside Capital Management Hood River, Oregon	$0	-$533K	–	Closed
1067	NL NWAM LLC Mercer Island, Washington	$0	-$318K	–	Closed
1068	ORI Oak Ridge Investments Chicago, Illinois	$0	-$23.5M	–	Closed
1069	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$22.7M	–	Closed
1070	PAM Princeton Alpha Management Princeton Junction, New Jersey	$0	-$453K	–	Closed
1071	PAG Private Advisory Group Redmond, Washington	$0	-$371K	–	Closed
1072	Prospera Financial Services Dallas, Texas	$0	-$201K	–	Closed
1073	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$860K	–	Closed
1074	RP Raiff Partners New York	$0	-$1.45M	–	Closed
1075	RIL Rothschild Investment LLC Chicago, Illinois	$0	-$290K	–	Closed