← 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	SH SeaTown Holdings Singapore	$18.4M	$0	1	1.74%	Maintained
277	Needham Investment Management New York	$18.3M	$0	2	4.86%	Maintained
278	DCM Dupont Capital Management Wilmington, Delaware	$18.3M	-$2.83M	3	0.42%	Reduced
279	JP Morgan Private Wealth Advisors San Francisco, California	$18.2M	-$1.74M	2	0.12%	Reduced
280	VCM Vigilant Capital Management Portland, Maine	$18.1M	-$661K	2	2.39%	Reduced
281	Envestnet Asset Management Chicago, Illinois	$18.1M	+$2.35M	4	0.04%	Increased
282	MSR Main Street Research Lakeville, Connecticut	$18M	+$38.1K	1	2.73%	Increased
283	Achmea Investment Management Zeist, Netherlands	$17.9M	+$10.4M	2	0.6%	Increased
284	SC Sovarnum Capital New York	$17.8M	+$18.8M	2	12.06%	New
285	HighTower Advisors Chicago, Illinois	$17.8M	-$3.83K	3	0.15%	Reduced
286	Commonwealth Equity Services Waltham, Massachusetts	$17.7M	+$4.06M	3	0.1%	Increased
287	Picton Mahoney Asset Management Toronto, Ontario, Canada	$17.6M	-$659K	1	1.26%	Reduced
288	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$17.5M	+$17.7M	1	0.92%	New
289	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$17.5M	+$18.3M	1	2.98%	New
290	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$17.4M	+$492K	2	0.29%	Increased
291	Burney Company Reston, Virginia	$17.2M	+$3.75M	1	0.97%	Increased
292	TCM Twin Capital Management Mcmurray, Pennsylvania	$17.1M	+$2.89M	2	0.84%	Increased
293	Associated Banc-Corp Green Bay, Wisconsin	$17M	-$2.82M	1	0.92%	Reduced
294	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$16.8M	+$480K	2	0.31%	Increased
295	Foresters Investment Management New York	$16.7M	-$12.8M	2	0.26%	Reduced
296	RCM Riverhead Capital Management Wilmington, Delaware	$16.7M	-$1.35M	3	0.71%	Reduced
297	Braun Stacey Associates New York	$16.3M	-$8.59M	1	1.09%	Reduced
298	MAM Morse Asset Management Darien, Connecticut	$16.3M	-$97.2K	2	4.54%	Reduced
299	Fjarde Ap-fonden Stockholm, Sweden	$16.2M	-$1.76M	2	0.24%	Reduced
300	Martingale Asset Management Boston, Massachusetts	$16M	+$10.5M	2	0.21%	Increased