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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
1476	QOP Quinn Opportunity Partners Charlottesville, Virginia	$0	-$2.36M	–	Closed
1477	RIL Rothschild Investment LLC Chicago, Illinois	$0	-$231K	–	Closed
1478	SCM Shapiro Capital Management Atlanta, Georgia	$0	-$300K	–	Closed
1479	SAM Silphium Asset Management London, United Kingdom	$0	-$857K	–	Closed
1480	Silvercrest Asset Management New York	$0	-$5.1M	–	Closed
1481	SAM Southpaw Asset Management Stamford, Connecticut	$0	-$302K	–	Closed
1482	SA SRH Advisors Salina, Kansas	$0	-$5K	–	Closed
1483	SVI Strategic Vision Investment Hong Kong	$0	-$643K	–	Closed
1484	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$716K	–	Closed
1485	TC Tairen Capital Hong Kong	$0	-$11.8M	–	Closed
1486	TP Theleme Partners London, United Kingdom	$0	-$84.1M	–	Closed
1487	TEE Tibra Equities Europe London, United Kingdom	$0	-$2.82M	–	Closed
1488	TF Tompkins Financial Ithaca, New York	$0	-$57K	–	Closed
1489	Trillium Asset Management Boston, Massachusetts	$0	-$218K	–	Closed
1490	TIA Trust Investment Advisors Indianapolis, Indiana	$0	-$558K	–	Closed
1491	VEA Virtus ETF Advisers New York	$0	-$57K	–	Closed
1492	Waverton Investment Management London, United Kingdom	$0	-$660K	–	Closed
1493	WCF West Coast Financial Santa Barbara, California	$0	-$567K	–	Closed
1494	Westfield Capital Management Boston, Massachusetts	$0	-$28.4M	–	Closed
1495	WC Wexford Capital West Palm Beach, Florida	$0	-$6.5M	–	Closed
1496	WCM Whitener Capital Management Rocky Mount, North Carolina	$0	-$27K	–	Closed
1497	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$0	-$3.58M	–	Closed
1498	Zurich Insurance Group Zurich, Switzerland	$0	-$13.8M	–	Closed