← すべてのテーマ 人工知能

AIメモリとHBM

高帯域幅メモリはAIアクセラレーター内でプロセッサの隣に配置され、演算処理を止めずに続けられる速度でデータを供給します。供給は少数のメモリメーカーに集中しているため、AIインフラの拡大における大きなボトルネックとなっています。

12銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
601
Caprock Group
Caprock Group
Idaho
$9394万 +$331万 4 1.8% 買い増し
602
Quilter Plc
Quilter Plc
United Kingdom
$9384万 +$191万 1 1.41% 買い増し
603
Appleton Partners
Appleton Partners
Massachusetts
$9278万 -$1682万 2 5.69% 減少
604
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
$9265万 +$4880万 3 0.62% 買い増し
605
IBEX Wealth Advisors
IBEX Wealth Advisors
New Jersey
$9181万 +$1005万 2 7.19% 買い増し
606
Cozad Asset Management
Cozad Asset Management
Illinois
$9158万 -$340万 2 5.92% 減少
607
Flow Traders U.S.
Flow Traders U.S.
New York
$9157万 +$3936万 3 3.76% 買い増し
608
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$9110万 -$230万 2 4.67% 減少
609
OCMH
Oxbow Capital Management (HK)
Hong Kong
$9095万 -$1.91億 1 25.63% 減少
610
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$9095万 -$2855万 1 2.07% 減少
611
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$9070万 -$11.5万 5 0.15% 減少
612
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$9054万 +$1439万 4 2.12% 買い増し
613
Phoenix Financial
Phoenix Financial
Israel
$9044万 +$3763万 4 0.62% 買い増し
614
Proem Advisors
Proem Advisors
Texas
$9004万 +$4878万 3 4.81% 買い増し
615
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$8998万 +$2312万 4 0.87% 買い増し
616
Prospera Financial Services
Prospera Financial Services
Texas
$8939万 -$4484万 3 1.3% 減少
617
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$8887万 +$257万 3 1.71% 買い増し
618
Banque Transatlantique
Banque Transatlantique
France
$8887万 +$971万 4 1.91% 買い増し
619
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$8851万 -$483万 5 0.58% 減少
620
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$8784万 +$92.8万 2 3.47% 買い増し
621
KTF Investments
KTF Investments
California
$8782万 -$21.1万 2 8.88% 減少
622
Jain Global
Jain Global
New York
$8749万 -$3.57億 5 0.34% 減少
623
William Blair Investment Management
William Blair Investment Management
Illinois
$8711万 +$4350万 3 0.26% 買い増し
624
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$8680万 +$1849万 4 1.3% 買い増し
625
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$8661万 -$2735万 1 0.77% 減少