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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
1201	AIA Alera Investment Advisors Deerfield, Illinois	$0	-$73K	–	Closed
1202	AIC Ameritas Investment Company Lincoln, Nebraska	$0	-$7K	–	Closed
1203	Ancora Advisors Cleveland, Ohio	$0	-$364K	–	Closed
1204	AP Arlington Partners Birmingham, Alabama	$0	-$11K	–	Closed
1205	AF Arrow Financial Glens Falls, New York	$0	-$21K	–	Closed
1206	ArrowMark Colorado Holdings Denver, Colorado	$0	-$7.8M	–	Closed
1207	AIM Assured Investment Management New York	$0	-$5.24M	–	Closed
1208	AC Asturias Capital New York	$0	-$7.88M	–	Closed
1209	AI Atom Investors Austin, Texas	$0	-$536K	–	Closed
1210	Avidian Wealth Enterprises Houston, Texas	$0	-$1.56M	–	Closed
1211	Banco Santander Madrid, Spain	$0	-$854K	–	Closed
1212	BAM Barrett Asset Management New York	$0	-$176K	–	Closed
1213	BCM BBT Capital Management Fort Worth, Texas	$0	-$708K	–	Closed
1214	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	$0	–	Closed
1215	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$0	-$213K	–	Closed
1216	BFO Biltmore Family Office Charlotte, North Carolina	$0	-$227K	–	Closed
1217	BA Birinyi Associates Westport, Connecticut	$0	-$250K	–	Closed
1218	BBCM Boardman Bay Capital Management New York	$0	-$895K	–	Closed
1219	Boothbay Fund Management New York	$0	-$1.1M	–	Closed
1220	BBNA Bremer Bank National Association St Paul, Minnesota	$0	-$110K	–	Closed
1221	BAM Bruderman Asset Management Locust Valley, New York	$0	-$11K	–	Closed
1222	Buckingham Strategic Wealth Clayton, Missouri	$0	-$262K	–	Closed
1223	CI Cavalier Investments Alpharetta, Georgia	$0	-$532K	–	Closed
1224	CRIG Charter Research & Investment Group Southport, Connecticut	$0	-$245K	–	Closed
1225	CIM Chiron Investment Management New York	$0	-$20.1M	–	Closed