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 | |
|---|---|---|---|---|---|---|---|
| 1276 |
TSS
Two Sigma Securities
New York
| $0 | -$1.36M | 0 | – | Closed |
|
| 1277 |
Vaughan Nelson Investment Management
Houston,
Texas
| $0 | -$22.3M | 0 | – | Closed |
|
| 1278 |
Voloridge Investment Management
Jupiter,
Florida
| $0 | -$202M | 0 | – | Closed |
|
| 1279 |
WIC
Water Island Capital
New York
| $0 | -$140K | 0 | – | Closed |
|