← 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
276	IRF IBM Retirement Fund Armonk, New York	$6.78M	+$123K	2	0.13%	Increased
277	M&T Bank Buffalo, New York	$6.76M	+$336K	2	0.04%	Increased
278	Laurion Capital Management New York	$6.72M	-$3.29M	1	0.06%	Reduced
279	KBC Group Brussels, Belgium	$6.51M	+$371K	2	0.12%	Increased
280	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$6.5M	-$6.03M	1	0.08%	Reduced
281	Public Employees Retirement Association of Colorado Denver, Colorado	$6.44M	-$186K	3	0.05%	Reduced
282	NAM Netols Asset Management Mequon, Wisconsin	$6.41M	+$31.1K	1	1.42%	Increased
283	Bank of the West Monterey Park, California	$6.4M	-$2.64M	2	0.89%	Reduced
284	Moore Capital Management New York	$6.35M	+$6.02M	1	0.2%	New
285	AHL Partners London, United Kingdom	$6.32M	+$6.45M	3	0.49%	New
286	ExxonMobil Investment Management Irving, Texas	$6.27M	-$121K	2	0.16%	Reduced
287	Macquarie Group Sydney, NSW 2000, Australia	$6.25M	+$5.13M	2	0.01%	Increased
288	GE General Electric Evendale, Ohio	$6.12M	+$1.05M	1	0.03%	Increased
289	Acadian Asset Management Boston, Massachusetts	$6.04M	+$6.48M	1	0.03%	Increased
290	Engineers Gate Manager New York	$5.9M	+$5.11M	1	0.4%	Increased
291	Hodges Capital Management Dallas, Texas	$5.61M	+$974K	1	0.23%	Increased
292	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$5.58M	+$4.03M	2	0.4%	Increased
293	Fjarde Ap-fonden Stockholm, Sweden	$5.58M	+$34.5K	2	0.15%	Increased
294	Stanley-Laman Group Berwyn, Pennsylvania	$5.55M	-$696K	1	0.95%	Reduced
295	Raymond James Financial Services Advisors St. Petersburg, Florida	$5.5M	+$716K	1	0.06%	Increased
296	D.A. Davidson & Co Great Falls, Montana	$5.44M	+$3.16M	4	0.18%	Increased
297	Andra AP-fonden Goteborg, Sweden	$5.36M	+$976K	2	0.15%	Increased
298	Group One Trading Chicago, Illinois	$5.35M	+$2.21M	4	0.06%	Increased
299	HIS Horizon Investment Services Hammond, Indiana	$5.34M	+$76.3K	1	2.29%	Increased
300	BCM Bluefin Capital Management New York	$5.31M	-$1.42M	1	0.42%	Reduced