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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
1976	JI Jeereddi Investments Los Angeles, California	$0	-$9.44M	0	–	Closed
1977	JGC J. Goldman & Co New York	$0	-$513K	0	–	Closed
1978	JGP Wealth Management Bend, Oregon	$0	-$206K	0	–	Closed
1979	John G. Ullman & Associates Corning, New York	$0	-$223K	0	–	Closed
1980	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$0	-$890K	0	–	Closed
1981	JSF Financial Los Angeles, California	$0	-$274K	0	–	Closed
1982	KIG Kessler Investment Group Columbus, Indiana	$0	-$38K	0	–	Closed
1983	K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$538K	0	–	Closed
1984	LA Latitude Advisors Vero Beach, Florida	$0	-$529K	0	–	Closed
1985	LBMC Investment Advisors Brentwood, Tennessee	$0	-$253K	0	–	Closed
1986	Lee, Danner & Bass Nashville, Tennessee	$0	-$201K	0	–	Closed
1987	LFA Level Financial Advisors East Amherst, New York	$0	+$340	1	0%	New
1988	LGT Fund Management Vaduz, Liechtenstein	$0	-$1.52M	0	–	Closed
1989	LCG Lisanti Capital Growth New York	$0	-$12.4M	0	–	Closed
1990	Mackay Shields LLC New York	$0	-$23.3M	0	–	Closed
1991	Magnus Financial Group New York	$0	-$246K	0	–	Closed
1992	Manhattan West Asset Management Los Angeles, California	$0	-$219K	0	–	Closed
1993	Maple Capital Management Montpelier, Vermont	$0	-$9.33M	0	–	Closed
1994	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$268K	0	–	Closed
1995	MTWM Masso Torrence Wealth Management Marlton, New Jersey	$0	-$273K	0	–	Closed
1996	Maytus Capital Management New York	$0	-$5.06M	0	–	Closed
1997	MAM McCarthy Asset Management Redwood Shores, California	$0	-$9K	0	–	Closed
1998	MFA McClarren Financial Advisors State College, Pennsylvania	$0	-$26K	0	–	Closed
1999	McLean Asset Management Tysons, Virginia	$0	-$262K	0	–	Closed
2000	MFG Menard Financial Group Houston, Texas	$0	-$779K	0	–	Closed