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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
1226	CCM Compton Capital Management Providence, Rhode Island	$0	-$618K	0	–	Closed
1227	CCT Country Club Trust Kansas City, Missouri	$0	-$606K	0	–	Closed
1228	Discovery Capital Management South Norwalk, Connecticut	$0	-$132M	0	–	Closed
1229	DSC Duncker Streett & Co St. Louis, Missouri	$0	-$85K	0	–	Closed
1230	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$696K	0	–	Closed
1231	ERM Elm Ridge Management Briarcliff Manor, New York	$0	-$4.78M	0	–	Closed
1232	Factory Mutual Insurance Waltham, Massachusetts	$0	-$1.97M	0	–	Closed
1233	FPC Falcon Point Capital San Francisco, California	$0	-$218K	0	–	Closed
1234	FA Financial Advantage Columbia, Maryland	$0	-$15K	0	–	Closed
1235	FEG Financial Enhancement Group Anderson, Indiana	$0	-$295K	0	–	Closed
1236	FMP Financial Management Professionals Austin, Texas	$0	-$8.65K	1	0%	Reduced
1237	FBFS First Business Financial Services Madison, Wisconsin	$0	-$624K	0	–	Closed
1238	FPF FNY Partners Fund New York	$0	-$1.49M	0	–	Closed
1239	GCP Garelick Capital Partners Boston, Massachusetts	$0	-$12.8M	0	–	Closed
1240	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$0	-$3K	0	–	Closed
1241	GCM Glaxis Capital Management Sarasota, Florida	$0	-$393K	0	–	Closed
1242	GP GLG Partners London, United Kingdom	$0	-$14.4M	0	–	Closed
1243	GAMA Graticule Asia Macro Advisors New York	$0	-$59.9M	0	–	Closed
1244	HI Hudock Inc Williamsport, Pennsylvania	$0	$0	1	0%	Maintained
1245	Ingalls & Snyder LLC New York	$0	-$315K	0	–	Closed
1246	ICOA Investment Centers of America Bismarck, North Dakota	$0	-$455K	0	–	Closed
1247	IAM Ion Asset Management Herzliya, Israel	$0	-$1.35M	0	–	Closed
1248	KIG Kessler Investment Group Columbus, Indiana	$0	-$71K	0	–	Closed
1249	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$1.53M	0	–	Closed
1250	LCS Levin Capital Strategies New York	$0	-$270K	0	–	Closed