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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	Churchill Management Los Angeles, California	$0	-$4.67M	0	–	Closed
1227	CIR Clear Investment Research Alpharetta, Georgia	$0	$0	1	0%	Maintained
1228	CC Clearline Capital New York	$0	-$1.01M	0	–	Closed
1229	CT Clearstead Trust Portland, Maine	$0	-$36K	0	–	Closed
1230	Coatue Management New York	$0	-$158M	0	–	Closed
1231	Copeland Capital Management Conshohocken, Pennsylvania	$0	-$1K	0	–	Closed
1232	CWM Cornerstone Wealth Management St. Peters, Missouri	$0	-$701K	0	–	Closed
1233	CCM Corsair Capital Management New York	$0	-$446K	0	–	Closed
1234	Country Trust Bank Bloomington, Illinois	$0	-$5K	0	–	Closed
1235	CMO Covenant Multifamily Offices San Antonio, Texas	$0	-$74K	0	–	Closed
1236	Csenge Advisory Group Clearwater, Florida	$0	-$263K	0	–	Closed
1237	CA Cullinan Associates Louisville, Kentucky	$0	-$227K	0	–	Closed
1238	CF Cypress Funds Los Angeles, California	$0	-$27.1M	0	–	Closed
1239	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$0	-$205K	0	–	Closed
1240	DBT Dubuque Bank & Trust Dubuque, Iowa	$0	-$14K	0	–	Closed
1241	EP Edgestream Partners Princeton, New Jersey	$0	-$1.47M	0	–	Closed
1242	EIM Elephas Investment Management Hong Kong	$0	-$372K	0	–	Closed
1243	F F3Logic Burnsville, Minnesota	$0	-$220K	0	–	Closed
1244	FCA FinTrust Capital Advisors Greenville, South Carolina	$0	-$8.86K	0	–	Closed
1245	FAT First American Trust Santa Ana, California	$0	-$3.13M	0	–	Closed
1246	FHB First Hawaiian Bank Honolulu, Hawaii	$0	-$152K	0	–	Closed
1247	FNC First National Corp Rockland, Massachusetts	$0	-$9K	0	–	Closed
1248	FL Fort LP Chevy Chase, Maryland	$0	-$1K	0	–	Closed
1249	FRM Fox Run Management Greenwich, Connecticut	$0	-$338K	0	–	Closed
1250	FWM Frontier Wealth Management Kansas City, Missouri	$0	-$354K	0	–	Closed