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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
2051	SAM Sycomore Asset Management Paris, France	$0	-$3.52M	0	–	Closed
2052	SF Symphony Financial Houston, Texas	$0	-$357K	0	–	Closed
2053	TCM Tanaka Capital Management New York	$0	-$156K	0	–	Closed
2054	TFO Tarbox Family Office Newport Beach, California	$0	-$77K	0	–	Closed
2055	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$0	-$252K	0	–	Closed
2056	TIM Tevis Investment Management Plano, Texas	$0	+$407	1	0%	New
2057	TCM Thames Capital Management Roseland, New Jersey	$0	-$3.05M	0	–	Closed
2058	TM Tiger Management New York	$0	-$34.8M	0	–	Closed
2059	TC Titleist Capital San Antonio, Texas	$0	-$210K	0	–	Closed
2060	TPM Totem Point Management New York	$0	-$4.75M	0	–	Closed
2061	TA Trivest Advisors Hong Kong	$0	-$13.8M	0	–	Closed
2062	TC Trust Company Manhattan, Kansas	$0	-$35K	0	–	Closed
2063	UF Univest Financial Souderton, Pennsylvania	$0	-$238K	0	–	Closed
2064	UFF USA Financial Formulas Ada, Michigan	$0	-$119K	2	0%	Reduced
2065	VIP Vantage Investment Partners Kansas City, Missouri	$0	-$4.89M	0	–	Closed
2066	VC Vestor Capital Chicago, Illinois	$0	-$3.31M	0	–	Closed
2067	VFA Voya Financial Advisors Windsor, Connecticut	$0	-$205K	0	–	Closed
2068	WMP Wealth Management Partners Tucson, Arizona	$0	-$322K	0	–	Closed
2069	WP WealthShield Partners Cary, North Carolina	$0	-$1.08M	0	–	Closed
2070	Wedge Capital Management Charlotte, North Carolina	$0	-$50.1M	0	–	Closed
2071	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$0	-$215K	0	–	Closed
2072	XTX Topco George Town, Cayman Islands	$0	-$1.81M	0	–	Closed
2073	YC Yarbrough Capital Franklin, Tennessee	$0	-$5.41M	0	–	Closed
2074	Zacks Investment Management Chicago, Illinois	$0	-$11.6M	0	–	Closed
2075	ZDA Zweig-DiMenna Associates New York	$0	-$3.66M	0	–	Closed