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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
1276	CI Cowen Inc New York	$0	-$656K	–	Closed
1277	CFC Coyle Financial Counsel Glenview, Illinois	$0	-$2K	–	Closed
1278	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$0	-$13.4M	–	Closed
1279	Discovery Capital Management South Norwalk, Connecticut	$0	-$35.8M	–	Closed
1280	DLHL Donald L. Hagan LLC Sarasota, Florida	$0	-$372K	–	Closed
1281	DSN D. Scott Neal Lexington, Kentucky	$0	-$71K	–	Closed
1282	Evercore Wealth Management New York	$0	-$233K	–	Closed
1283	EAM Exane Asset Management Paris, France	$0	-$52.5K	–	Closed
1284	FineMark National Bank & Trust Fort Myers, Florida	$0	-$201K	–	Closed
1285	Forvis Mazars Wealth Advisors Springfield, Missouri	$0	-$443K	–	Closed
1286	Fuller & Thaler Asset Management San Mateo, California	$0	-$505K	–	Closed
1287	Fulton Bank Lancaster, Pennsylvania	$0	-$225K	–	Closed
1288	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$0	-$5K	–	Closed
1289	GEA Glen Eagle Advisors Kingston, New Jersey	$0	-$16K	–	Closed
1290	GEM Global Endowment Management Charlotte, North Carolina	$0	-$302K	–	Closed
1291	GC Grace Capital Quincy, Massachusetts	$0	-$1.05M	–	Closed
1292	Graham Capital Management Rowayton, Connecticut	$0	-$986K	–	Closed
1293	GAMA Graticule Asia Macro Advisors New York	$0	-$1.14M	–	Closed
1294	GC Greenlight Capital New York	$0	-$14.4M	–	Closed
1295	GIM Greylin Investment Management Orange, Virginia	$0	-$308K	–	Closed
1296	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$0	-$5.66M	–	Closed
1297	HT HAP Trading New York	$0	-$4.26M	–	Closed
1298	HFM Hartford Financial Management Hartford, Connecticut	$0	-$2K	–	Closed
1299	HBK Investments Dallas, Texas	$0	-$2.45M	–	Closed
1300	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$0	-$5.24M	–	Closed