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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
1376	Miracle Mile Advisors Los Angeles, California	$0	-$208K	–	Closed
1377	Mizuho Securities USA New York	$0	-$1.82M	–	Closed
1378	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$4.99M	–	Closed
1379	Moneta Group Investment Advisors St Louis, Missouri	$0	-$1K	–	Closed
1380	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$0	-$41.7M	–	Closed
1381	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$261K	–	Closed
1382	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$4.05M	–	Closed
1383	OAMG Odey Asset Management Group London, United Kingdom	$0	-$1.22M	–	Closed
1384	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$0	-$36K	–	Closed
1385	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$0	-$10K	–	Closed
1386	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$31K	–	Closed
1387	PM Precept Management Dallas, Texas	$0	-$261K	–	Closed
1388	PCA Private Capital Advisors Darien, Connecticut	$0	-$422K	–	Closed
1389	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$1.96M	–	Closed
1390	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$221K	–	Closed
1391	RHBC R.H. Bluestein & Co Birmingham, Michigan	$0	-$261K	–	Closed
1392	SMH Sanders Morris Harris Houston, Texas	$0	-$855K	–	Closed
1393	SSB Sandy Spring Bank Olney, Maryland	$0	-$25K	–	Closed
1394	Scout Investments Kansas City, Missouri	$0	-$37M	–	Closed
1395	SC Selz Capital New York	$0	-$21.5M	–	Closed
1396	SEC Seven Eight Capital New York	$0	-$14.3M	–	Closed
1397	Silvercrest Asset Management New York	$0	-$203K	–	Closed
1398	SAM Sompo Asset Management Tokyo, Japan	$0	-$981K	–	Closed
1399	Soros Fund Management New York	$0	-$78.2M	–	Closed
1400	SSM Sound Shore Management Greenwich, Connecticut	$0	-$132M	–	Closed