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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	LPC Loeb Partners Corp New York	$0	-$5K	–	Closed
1277	Loomis, Sayles & Company Boston, Massachusetts	$0	-$49K	–	Closed
1278	LFM Lumina Fund Management New York	$0	-$895K	–	Closed
1279	LLL Lynrock Lake LP Rye Brook, New York	$0	-$5.92M	–	Closed
1280	MIM Macroview Investment Management Bethesda, Maryland	$0	-$3K	–	Closed
1281	MAI Capital Management Independence, Ohio	$0	-$267K	–	Closed
1282	MCM Marathon Capital Management Hunt Valley, Maryland	$0	-$206K	–	Closed
1283	MSA Marino Stram & Associates Braintree, Massachusetts	$0	-$4K	–	Closed
1284	MAM Marquette Asset Management Minneapolis, Minnesota	$0	-$13K	–	Closed
1285	Miracle Mile Advisors Los Angeles, California	$0	-$1.2M	–	Closed
1286	Mizuho Securities USA New York	$0	-$2.77M	–	Closed
1287	MFW Mosaic Family Wealth St. Louis, Missouri	$0	-$15K	–	Closed
1288	MFAM Motley Fool Asset Management Alexandria, Virginia	$0	-$426K	–	Closed
1289	NA Navellier & Associates Reno, Nevada	$0	-$930K	–	Closed
1290	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$439K	–	Closed
1291	NSIM North Star Investment Management Chicago, Illinois	$0	-$159K	–	Closed
1292	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	-$72K	–	Closed
1293	OFW Omnia Family Wealth Aventura, Florida	$0	-$17K	–	Closed
1294	OWA One Wealth Advisors San Francisco, California	$0	-$574K	–	Closed
1295	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$0	-$155K	–	Closed
1296	PAM Paradigm Asset Management New York	$0	-$790K	–	Closed
1297	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$0	-$3K	–	Closed
1298	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$0	-$5K	–	Closed
1299	Park Avenue Securities New York	$0	-$414K	–	Closed
1300	PI PHH Investments Addison, Texas	$0	-$772K	–	Closed