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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
1351	Ingalls & Snyder LLC New York	$0	-$425K	–	Closed
1352	IFWM Institute for Wealth Management Denver, Colorado	$0	-$507K	–	Closed
1353	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$0	-$11K	–	Closed
1354	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$1.26M	–	Closed
1355	IIM Ivory Investment Management New York	$0	-$111M	–	Closed
1356	JPC Jabodon PT Co Reno, Nevada	$0	-$2.41M	–	Closed
1357	JCM Jafra Capital Management New York	$0	-$2.61M	–	Closed
1358	Jericho Capital Asset Management New York	$0	-$48.6M	–	Closed
1359	JGC J. Goldman & Co New York	$0	-$5.71M	–	Closed
1360	JT Jump Trading Chicago, Illinois	$0	-$264K	–	Closed
1361	KCM Karp Capital Management Sausalito, California	$0	-$193K	–	Closed
1362	KAM Kavi Asset Management New York	$0	-$4.13M	–	Closed
1363	KFA Kelleher Financial Advisors New York	$0	-$203K	–	Closed
1364	KAS Kemnay Advisory Services New York	$0	-$1.27M	–	Closed
1365	KC KHP Capital Tulsa, Oklahoma	$0	-$7K	–	Closed
1366	KCM Kingdon Capital Management New York	$0	-$41.1M	–	Closed
1367	Krilogy Financial St. Louis, Missouri	$0	-$215K	–	Closed
1368	LPU Lansdowne Partners (UK) London, United Kingdom	$0	-$3.72M	–	Closed
1369	LA Leonetti & Associates Buffalo Grove, Illinois	$0	-$5.07M	–	Closed
1370	Lockheed Martin Investment Management Bethesda, Maryland	$0	-$1.22M	–	Closed
1371	Luther King Capital Management (LKCM) Fort Worth, Texas	$0	-$735K	–	Closed
1372	Magnetar Financial Evanston, Illinois	$0	-$157K	–	Closed
1373	MSA Marino Stram & Associates Braintree, Massachusetts	$0	-$5K	–	Closed
1374	Marshall Wace London, United Kingdom	$0	-$13.8M	–	Closed
1375	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$0	-$26K	–	Closed