← 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	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$4.63M	-$9.65M	2	0.03%	Reduced
327	NRS Neville Rodie & Shaw New York	$4.61M	+$23.8K	1	0.55%	Increased
328	Vident Investment Advisory Alpharetta, Georgia	$4.58M	-$3.99M	2	0.64%	Reduced
329	Point72 Asset Management Stamford, Connecticut	$4.58M	+$3.78M	1	0.03%	New
330	US Bancorp Minneapolis, Minnesota	$4.56M	+$243K	4	0.02%	Increased
331	PAM Paradigm Asset Management New York	$4.55M	+$225K	1	0.79%	Increased
332	TCM Tygh Capital Management Portland, Oregon	$4.49M	-$524K	1	1.26%	Reduced
333	CAM CG Asset Management New York	$4.48M	+$206K	2	1.8%	Increased
334	Gateway Investment Advisers Cincinnati, Ohio	$4.37M	+$354K	2	0.04%	Increased
335	NN Investment Partners Holdings The Hague, Netherlands	$4.36M	+$2.46M	2	0.04%	Increased
336	Clark Capital Management Group Philadelphia, Pennsylvania	$4.31M	+$4.12M	1	0.28%	New
337	Caxton Associates (New York) New York	$4.25M	+$3.51M	1	0.12%	New
338	Virtu KCG Holdings New York	$4.22M	+$2.56M	3	0.09%	Increased
339	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.15M	+$1.11M	1	0.29%	Increased
340	RCM Redwood Capital Management New York	$4.13M	-$5.68M	1	0.68%	Reduced
341	QIM Quantitative Investment Management Charlottesville, Virginia	$4.13M	+$2.82M	1	0.19%	Increased
342	Robeco Institutional Asset Management Rotterdam, Netherlands	$4.09M	+$47.4K	2	0.03%	Increased
343	Swiss Life Asset Management Zurich,	$4.02M	-$2.43M	1	0.17%	Reduced
344	HL Financial Services Louisville, Kentucky	$3.99M	+$357K	1	0.09%	Increased
345	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.99M	+$68.7K	3	0.12%	Increased
346	LSC Lesa Sroufe & Co Seattle, Washington	$3.97M	+$3.28M	1	3.47%	New
347	TCM Twin Capital Management Mcmurray, Pennsylvania	$3.96M	-$325K	1	0.3%	Reduced
348	BBCM Boardman Bay Capital Management New York	$3.89M	+$3.07M	1	6.53%	Increased
349	Commonwealth Equity Services Waltham, Massachusetts	$3.88M	+$77.2K	2	0.03%	Increased
350	LSA L & S Advisors Los Angeles, California	$3.86M	-$3.93M	1	0.88%	Reduced