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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
1951	Grandfield & Dodd New York	$0	-$230K	–	Closed
1952	Grant Street Asset Management Canonsburg, Pennsylvania	$0	-$221K	–	Closed
1953	Grassi Investment Management Santa Clara, California	$0	-$247K	–	Closed
1954	Grimes & Company Westborough, Massachusetts	$0	-$261K	–	Closed
1955	GSA Capital Partners London, United Kingdom	$0	-$957K	–	Closed
1956	GIM Guardian Investment Management Tiburon, California	$0	-$720K	–	Closed
1957	GPA Guidance Point Advisors Wellesley, Massachusetts	$0	-$236K	–	Closed
1958	GYL Financial Synergies West Hartford, Connecticut	$0	-$238K	–	Closed
1959	Halbert Hargrove Global Advisors Long Beach, California	$0	-$213K	–	Closed
1960	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$490K	–	Closed
1961	Haverford Trust Company Radnor, Pennsylvania	$0	-$227K	–	Closed
1962	HA Herold Advisors New York	$0	-$366K	–	Closed
1963	Highland Private Wealth Management Bellevue, Washington	$0	-$210K	–	Closed
1964	HCM Highview Capital Management Buffalo Grove, Illinois	$0	-$895K	–	Closed
1965	HCM Horrell Capital Management Little Rock, Arkansas	$0	-$1K	–	Closed
1966	Hudson Valley Investment Advisors Goshen, New York	$0	-$240K	–	Closed
1967	IRF IBM Retirement Fund Armonk, New York	$0	-$2.6M	–	Closed
1968	IMC Chicago Chicago, Illinois	$0	-$4.58M	–	Closed
1969	ICM IMS Capital Management Portland, Oregon	$0	-$246K	–	Closed
1970	Intact Investment Management Montreal, Quebec, Canada	$0	-$709K	–	Closed
1971	IP Interval Partners New York	$0	-$2.25M	–	Closed
1972	IMA Investment Management Associates Greenwood Village, Colorado	$0	-$2.18M	–	Closed
1973	IIM Ipswich Investment Management Beverly, Massachusetts	$0	-$264K	–	Closed
1974	Iron Gate Global Advisors Nsl, Utah	$0	-$275K	–	Closed
1975	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$0	-$271K	–	Closed