← 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
326	Gateway Investment Advisers Cincinnati, Ohio	$3.67M	-$680K	2	0.03%	Reduced
327	Rafferty Asset Management New York	$3.62M	+$1.67M	2	0.2%	Increased
328	PEAK6 Group Chicago, Illinois	$3.6M	-$7.91M	1	0.03%	Reduced
329	Laurion Capital Management New York	$3.56M	-$1.63M	2	0.06%	Reduced
330	HL Financial Services Louisville, Kentucky	$3.55M	+$100K	1	0.09%	Increased
331	HAM Harber Asset Management Asheville, North Carolina	$3.52M	+$261K	1	2.06%	Increased
332	Truist Financial Charlotte, North Carolina	$3.52M	+$277K	1	0.09%	Increased
333	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.46M	+$2.11K	3	0.11%	Increased
334	SG Americas Securities New York	$3.43M	-$49M	2	0.02%	Reduced
335	CAM CG Asset Management New York	$3.42M	+$612K	2	1.37%	Increased
336	QS Investors New York	$3.42M	-$5.02M	3	0.03%	Reduced
337	Boston Partners Boston, Massachusetts	$3.3M	$0	1	0%	Maintained
338	Advisors Asset Management Monument, Colorado	$3.29M	-$283K	2	0.05%	Reduced
339	Prudential plc London, England, United Kingdom	$3.26M	+$624K	1	0.01%	Increased
340	Robeco Institutional Asset Management Rotterdam, Netherlands	$3.22M	+$175K	2	0.03%	Increased
341	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.22M	+$1.28M	2	0.1%	Increased
342	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$3.21M	+$897K	1	0.64%	Increased
343	Raymond James Financial Services Advisors St. Petersburg, Florida	$3.17M	-$957K	1	0.04%	Reduced
344	CIBC Asset Management Toronto, Ontario, Canada	$3.16M	+$47.4K	2	0.02%	Increased
345	SCM Sirios Capital Management Boston, Massachusetts	$3.15M	-$1.06M	1	0.12%	Reduced
346	ARTA A.R.T. Advisors New York	$3.13M	-$855K	1	0.14%	Reduced
347	IRF IBM Retirement Fund Armonk, New York	$3.12M	-$2.81M	2	0.12%	Reduced
348	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$3.1M	+$396K	1	3.19%	Increased
349	GH GAM Holding Zurich, Switzerland	$3.06M	-$635K	2	0.05%	Reduced
350	Montag & Associates Atlanta, Georgia	$3.06M	+$2.69M	1	0.43%	New