← 모든 테마 인공지능

AI 메모리 및 HBM

고대역폭 메모리는 AI 가속기에서 프로세서 옆에 배치되어 연산 장치가 계속 작업할 수 있도록 데이터를 충분히 빠르게 공급해요. 공급이 소수의 메모리 제조업체에 집중되어 있어, 이 분야는 AI 인프라 구축의 주요 병목 요인이 돼요.

12개 종목

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