← 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
301	BCM Brightfield Capital Management New York	$4.19M	-$773K	1	5.21%	Reduced
302	KBC Group Brussels, Belgium	$4.15M	+$529K	2	0.07%	Increased
303	CIBC World Market Toronto, Ontario, Canada	$4.11M	+$794K	1	0.02%	Increased
304	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.1M	-$455K	2	0.12%	Reduced
305	Raymond James & Associates St Petersburg, Florida	$4.05M	-$2.05M	2	0.03%	Reduced
306	Virtu KCG Holdings New York	$4.04M	+$3.53M	3	0.05%	New
307	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.92M	-$96.4K	2	0.16%	Reduced
308	Barings Charlotte, North Carolina	$3.9M	+$2.03M	2	0.17%	Increased
309	CAM Capstone Asset Management Houston, Texas	$3.86M	-$23.8K	3	0.09%	Reduced
310	HT HAP Trading New York	$3.81M	+$3.16M	1	0.12%	New
311	PTC Peak Ten Capital New York	$3.79M	+$62.9K	2	5.12%	Increased
312	OA Oxbow Advisors Austin, Texas	$3.68M	-$61.6K	1	0.59%	Reduced
313	Aperio Group Sausalito, California	$3.67M	+$464K	2	0.07%	Increased
314	CIBC Asset Management Toronto, Ontario, Canada	$3.61M	+$312K	2	0.02%	Increased
315	Gateway Investment Advisers Cincinnati, Ohio	$3.61M	+$147K	2	0.03%	Increased
316	Asset Management One Tokyo, Japan	$3.58M	-$1.57M	2	0.05%	Reduced
317	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$3.54M	+$1.22M	1	1.9%	Increased
318	Massachusetts Financial Services Boston, Massachusetts	$3.46M	+$3.31M	1	0%	New
319	Nippon Life Global Investors Americas New York	$3.33M	+$3.18M	1	0.36%	New
320	CAM Cortina Asset Management Milwaukee, Wisconsin	$3.25M	-$413K	1	0.13%	Reduced
321	CCM Contrarian Capital Management Greenwich, Connecticut	$3.2M	+$2.66M	1	1.55%	New
322	LOAMU Lombard Odier Asset Management (USA) New York	$3.2M	+$2.65M	1	0.16%	New
323	Numeric Investors Boston, Massachusetts	$3.19M	+$2.51M	1	0.06%	Increased
324	TA Teton Advisors Rye, New York	$3.17M	+$448K	1	0.25%	Increased
325	LMF LMR Master Fund Grand Cayman, Cayman Islands	$3.14M	-$3.3M	2	0.6%	Reduced