← All themes Artificial Intelligence

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	ICOM Investment Counselors of Maryland Baltimore, Maryland	$17.1M	-$3.88M	1	0.89%	Reduced
252	Banque Pictet & Cie Geneva 73, Switzerland	$16.9M	-$4.35M	2	0.4%	Reduced
253	CMG Cavalry Management Group San Francisco, California	$16.9M	-$2.52M	1	6.71%	Reduced
254	Gulf International Bank (UK) London, United Kingdom	$16.8M	+$98.7K	2	0.24%	Increased
255	Rafferty Asset Management New York	$16.5M	+$3.09M	2	0.47%	Increased
256	Quadrature Capital London, United Kingdom	$16.4M	+$16.7M	1	1.26%	Increased
257	BCM Bluefin Capital Management New York	$16.2M	+$7.38M	2	1.75%	Increased
258	BOK Financial Tulsa, Oklahoma	$16.1M	-$1.79M	2	0.51%	Reduced
259	TPSF Texas Permanent School Fund Austin, Texas	$16.1M	-$630K	3	0.21%	Reduced
260	Todd Asset Management Louisville, Kentucky	$16M	+$16.6M	1	0.46%	New
261	DP DSAM Partners London, United Kingdom	$15.9M	-$11.1M	1	2.83%	Reduced
262	Balyasny Asset Management Chicago, Illinois	$15.7M	+$1.62M	2	0.06%	Increased
263	Laurion Capital Management New York	$15.7M	+$15.6M	3	0.09%	Increased
264	Profund Advisors Bethesda, Maryland	$15.5M	+$1.93M	3	0.7%	Increased
265	JP Morgan Private Wealth Advisors San Francisco, California	$15.5M	-$4.46M	2	0.12%	Reduced
266	LG Leuthold Group Minneapolis, Minnesota	$15.4M	+$221K	1	1.65%	Increased
267	Hood River Capital Management Palm Beach Gardens, Florida	$15.3M	+$2.88M	2	1.05%	Increased
268	PIA Piedmont Investment Advisors Durham, North Carolina	$14.9M	+$8.94M	3	0.33%	Increased
269	SG Americas Securities New York	$14.9M	-$3.7M	2	0.13%	Reduced
270	Cambiar Investors Denver, Colorado	$14.8M	-$3.91M	1	0.23%	Reduced
271	PP Paloma Partners Greenwich, Connecticut	$14.8M	+$6.92M	3	0.17%	Increased
272	Needham Investment Management New York	$14.7M	$0	2	3.92%	Maintained
273	JCM Jag Capital Management St Louis, Missouri	$14.7M	-$201K	1	2.93%	Reduced
274	Tocqueville Asset Management New York	$14.4M	-$1.56M	2	0.17%	Reduced
275	VCM Vigilant Capital Management Portland, Maine	$14.2M	-$445K	1	2.31%	Reduced