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 | |
|---|---|---|---|---|---|---|---|
| 1926 |
WHP
Washington Harbour Partners
Arlington,
Virginia
| $0 | -$14.6M | 0 | – | Closed |
|
| 1927 |
Wealthcare Capital Management
Richmond,
Virginia
| $0 | -$56K | 0 | – | Closed |
|
| 1928 |
WCM
Weld Capital Management
New York
| $0 | -$1.03M | 0 | – | Closed |
|
| 1929 |
WA
WESPAC Advisors
Orinda,
California
| $0 | -$708K | 0 | – | Closed |
|
| 1930 |
WAM
WT Asset Management
Hong Kong
| $0 | -$30M | 0 | – | Closed |
|