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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
1076	SC Scholtz & Company Stamford, Connecticut	$0	-$2.02M	–	Closed
1077	SCM Segantii Capital Management Hong Kong	$0	-$17.3M	–	Closed
1078	SCM SG Capital Management Chicago, Illinois	$0	-$560K	–	Closed
1079	Simon Quick Advisors Morristown, New Jersey	$0	-$3K	–	Closed
1080	ST Somerset Trust Somerset, Pennsylvania	$0	-$4K	–	Closed
1081	SCM Southport Capital Management Chattanooga, Tennessee	$0	-$526K	–	Closed
1082	SSG Summit Securities Group New York	$0	-$1.65M	–	Closed
1083	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$3.73M	–	Closed
1084	SAM Symphony Asset Management San Francisco, California	$0	-$205K	–	Closed
1085	TCM Tekne Capital Management New York	$0	-$10.6M	–	Closed
1086	TSAM Trinity Street Asset Management London, United Kingdom	$0	-$36.4M	–	Closed
1087	VF Virtu Financial New York	$0	-$451K	–	Closed
1088	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$0	-$3K	–	Closed
1089	WVP Worth Venture Partners Fort Lee, New Jersey	$0	-$542K	–	Closed
1090	WC Wynnefield Capital New York	$0	-$14K	–	Closed