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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
1401	South Texas Money Management San Antonio, Texas	$0	-$231K	–	Closed
1402	SIM Stelliam Investment Management New York	$0	-$31.4M	–	Closed
1403	SCA Stonebridge Capital Advisors St Paul, Minnesota	$0	-$3.19M	–	Closed
1404	Summit Trail Advisors New York	$0	-$724K	–	Closed
1405	TTWM TCV Trust & Wealth Management Richmond, Virginia	$0	-$213K	–	Closed
1406	TI Telemetry Investments New York	$0	-$2.21M	–	Closed
1407	TNAM Terra Nova Asset Management New York	$0	-$1.26M	–	Closed
1408	TG TLP Group Evanston, Illinois	$0	-$391K	–	Closed
1409	Tokio Marine Asset Management Tokyo, Japan	$0	-$239K	–	Closed
1410	Trexquant Investment Stamford, Connecticut	$0	-$9.84M	–	Closed
1411	TP Truvvo Partners New York	$0	-$1.56M	–	Closed
1412	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$0	-$345K	–	Closed
1413	VIA Vantis Investment Advisers Miami, Florida	$0	-$2.62M	–	Closed
1414	VCA Verdence Capital Advisors Hunt Valley, Maryland	$0	-$239K	–	Closed
1415	Voloridge Investment Management Jupiter, Florida	$0	-$151M	–	Closed
1416	Waratah Capital Advisors Toronto, Ontario, Canada	$0	-$1.88M	–	Closed
1417	WP WealthPLAN Partners Omaha, Nebraska	$0	-$262K	–	Closed
1418	Wedge Capital Management Charlotte, North Carolina	$0	-$43.6M	–	Closed
1419	WBC West Branch Capital Amherst, Massachusetts	$0	-$353K	–	Closed
1420	Whale Rock Capital Management Boston, Massachusetts	$0	-$53M	–	Closed
1421	WCM Whitener Capital Management Rocky Mount, North Carolina	$0	-$50K	–	Closed
1422	WC Whitnell & Co Oak Brook, Illinois	$0	-$10K	–	Closed
1423	Wilmington Savings Fund Society Wilmington, Delaware	$0	-$239K	–	Closed
1424	YCMGA York Capital Management Global Advisors New York	$0	-$2.26M	–	Closed
1425	ZB Zions Bancorporation Salt Lake City, Utah	$0	-$76K	–	Closed