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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
251
Synovus Financial
Synovus Financial
Georgia
$4.66M +$3.6M 1 0.14% New
252
Jefferies Group
Jefferies Group
New York
$4.66M +$4.09M 2 0.05% New
253
CAM
Centre Asset Management
New York
$4.65M +$4.75M 1 0.76% New
254
WAM
World Asset Management
Michigan
$4.58M +$3.91M 3 0.11% New
255
Glenmede Trust
Glenmede Trust
Pennsylvania
$4.52M +$4.5M 3 0.06% New
256
CI Investments Inc
CI Investments Inc
Ontario, Canada
$4.51M +$3.49M 1 0.05% New
257
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.47M +$3.82M 2 0.08% New
258
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.46M +$3.45M 1 0.01% New
259
SIP
Stoneridge Investment Partners
Pennsylvania
$4.45M +$3.44M 1 1.04% New
260
CCM
Cupps Capital Management
Illinois
$4.42M +$3.42M 1 0.35% New
261
Asset Management One
Asset Management One
Japan
$4.39M +$4.03M 2 0.07% New
262
WSA
Wall Street Associates
California
$4.22M +$3.55M 2 0.43% New
263
PineBridge Investments
PineBridge Investments
New York
$4.16M +$3.22M 1 0.13% New
264
Evercore Wealth Management
Evercore Wealth Management
New York
$4.14M +$3.28M 2 0.23% New
265
SEI Trust Company
SEI Trust Company
Pennsylvania
$4.1M +$4.01M 2 0.05% New
266
AP
Alydar Partners
Massachusetts
$3.99M +$4.07M 1 0.22% New
267
Utah Retirement Systems
Utah Retirement Systems
Utah
$3.95M +$3.38M 2 0.13% New
268
WFM
Wilmington Funds Management
Delaware
$3.89M +$3.86M 2 0.37% New
269
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$3.87M +$3.49M 2 0.11% New
270
MFAM
Motley Fool Asset Management
Virginia
$3.78M +$3.06M 1 1.37% New
271
Nuveen
Nuveen
North Carolina
$3.74M +$3.08M 3 0.03% New
272
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.72M +$3.2M 4 0.05% New
273
NCCM
Nine Chapters Capital Management
New Jersey
$3.62M +$3.69M 1 0.63% New
274
Walleye Trading
Walleye Trading
New York
$3.55M +$3.15M 3 0.03% New
275
SP
Steelhead Partners
Washington
$3.55M +$2.74M 1 0.32% New
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