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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	MC Maplelane Capital New York	$0	-$17M	–	Closed
1327	Mariner Independent Advisor Network Overland Park, Kansas	$0	-$3.16M	–	Closed
1328	MPA Marvin & Palmer Associates Wilmington, Delaware	$0	-$4.39M	–	Closed
1329	MC Mathes Company New York	$0	-$2.66M	–	Closed
1330	MCM McKinley Capital Management Anchorage, Alaska	$0	-$15.2M	–	Closed
1331	MHS M Holdings Securities Portland, Oregon	$0	-$225K	–	Closed
1332	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$0	-$86K	–	Closed
1333	MBT Monroe Bank & Trust Monroe, Michigan	$0	-$16K	–	Closed
1334	MBT Montecito Bank & Trust Santa Barbara, California	$0	-$258K	–	Closed
1335	Moore Capital Management New York	$0	-$9.7M	–	Closed
1336	NFG Nadler Financial Group Deerfield, Illinois	$0	-$210K	–	Closed
1337	Nippon Life Global Investors Americas New York	$0	-$4.43M	–	Closed
1338	NC Northpointe Capital Bloomfield Hills, Michigan	$0	-$2.72M	–	Closed
1339	OFG OmniStar Financial Group Wilmington, North Carolina	$0	-$469K	–	Closed
1340	OTC Opera Trading Capital Paris, France	$0	-$26K	–	Closed
1341	PC Palo Capital Newport Beach, California	$0	-$201K	–	Closed
1342	PL Parkwood LLC Cleveland, Ohio	$0	-$797K	–	Closed
1343	PFA Pathway Financial Advisors South Burlington, Vermont	$0	-$331K	–	Closed
1344	PP PDT Partners New York	$0	-$191K	–	Closed
1345	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$0	-$2.94M	–	Closed
1346	PS Pensionfund Sabic Sittard, Netherlands	$0	-$2.09M	–	Closed
1347	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$2.32M	–	Closed
1348	PCM Perkins Capital Management Wayzata, Minnesota	$0	-$488K	–	Closed
1349	PTC Petrus Trust Company Dallas, Texas	$0	-$386K	–	Closed
1350	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$0	-$501K	–	Closed