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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	Theme Stocks	% of Portfolio	Status
1376	SAM Strategy Asset Managers Pasadena, California	$0	-$3.76M	0	–	Closed
1377	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$0	-$315K	0	–	Closed
1378	TD Ameritrade Investment Management Omaha, Nebraska	$0	-$1K	0	–	Closed
1379	TCM Teza Capital Management Chicago, Illinois	$0	-$3.06M	0	–	Closed
1380	TFF The Family Firm Bethesda, Maryland	$0	-$202K	0	–	Closed
1381	TNB Thomasville National Bank Thomasville, Georgia	$0	-$201K	0	–	Closed
1382	TG TLP Group Evanston, Illinois	$0	+$171	1	0%	New
1383	T TOBAM Paris, France	$0	-$163K	0	–	Closed
1384	Todd Asset Management Louisville, Kentucky	$0	-$14.8M	0	–	Closed
1385	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$0	-$4.25M	0	–	Closed
1386	Trillium Asset Management Boston, Massachusetts	$0	-$212K	0	–	Closed
1387	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$632K	0	–	Closed
1388	TCM Tygh Capital Management Portland, Oregon	$0	-$5.46M	0	–	Closed
1389	Viking Global Investors Stamford, Connecticut	$0	-$13.6M	0	–	Closed
1390	WCM Washington Capital Management Seattle, Washington	$0	-$346K	0	–	Closed
1391	Washington Trust Westerly, Rhode Island	$0	-$35K	0	–	Closed
1392	WCA Westover Capital Advisors Wilmington, Delaware	$0	-$998K	0	–	Closed
1393	WPP Whalerock Point Partners Providence, Rhode Island	$0	-$315K	0	–	Closed
1394	William Blair Investment Management Chicago, Illinois	$0	-$27.9M	0	–	Closed
1395	Williams Jones & Associates New York	$0	-$18M	0	–	Closed
1396	WA WP Advisors San Francisco, California	$0	-$12K	0	–	Closed
1397	XS XR Securities Chicago, Illinois	$0	-$1.03M	0	–	Closed
1398	YWP YorkBridge Wealth Partners New York	$0	-$21K	0	–	Closed
1399	ZCM Zebra Capital Management Stamford, Connecticut	$0	-$411K	0	–	Closed