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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
1326	CB Community Bank Dewitt, New York	$0	-$37K	–	Closed
1327	CA Crewe Advisors Salt Lake City, Utah	$0	-$1K	–	Closed
1328	CPP Crow Point Partners Boston, Massachusetts	$0	-$97K	–	Closed
1329	Csenge Advisory Group Clearwater, Florida	$0	-$327K	–	Closed
1330	CF Cypress Funds Los Angeles, California	$0	-$95M	–	Closed
1331	DAM Deltec Asset Management New York	$0	-$938K	–	Closed
1332	Driehaus Capital Management Chicago, Illinois	$0	-$933K	–	Closed
1333	DP DSAM Partners London, United Kingdom	$0	-$8.68M	–	Closed
1334	DFO Duquesne Family Office New York	$0	-$114M	–	Closed
1335	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$0	-$241K	–	Closed
1336	EIM Essex Investment Management Boston, Massachusetts	$0	-$148K	–	Closed
1337	FSA Financial Services Advisory Rockville, Maryland	$0	-$314K	–	Closed
1338	FCB First Command Bank Fort Worth, Texas	$0	-$7.92K	–	Closed
1339	FCFS First Command Financial Services Fort Worth, Texas	$0	-$8K	–	Closed
1340	FPFS First Personal Financial Services Charlotte, North Carolina	$0	-$277K	–	Closed
1341	FRM Fox Run Management Greenwich, Connecticut	$0	-$843K	–	Closed
1342	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$0	-$229K	–	Closed
1343	GCM Glaxis Capital Management Sarasota, Florida	$0	-$6.35M	–	Closed
1344	GQG Partners Ft. Lauderdale, Florida	$0	-$247M	–	Closed
1345	Holocene Advisors New York	$0	-$80.5M	–	Closed
1346	Homrich & Berg Atlanta, Georgia	$0	-$1.56M	–	Closed
1347	Hood River Capital Management Palm Beach Gardens, Florida	$0	-$11M	–	Closed
1348	Howard Capital Management Roswell, Georgia	$0	-$478K	–	Closed
1349	HH HWG Holdings Houston, Texas	$0	-$1.69M	–	Closed
1350	ICP Indus Capital Partners New York	$0	-$11.5M	–	Closed