← 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	Truist Financial Charlotte, North Carolina	$9.91M	-$202K	2	0.2%	Reduced
327	Utah Retirement Systems Salt Lake City, Utah	$9.9M	+$111K	2	0.23%	Increased
328	Squarepoint New York	$9.78M	+$3.3M	2	0.19%	Increased
329	3C 361 Capital Denver, Colorado	$9.74M	+$1.26M	2	1.64%	Increased
330	RCM Riverhead Capital Management Wilmington, Delaware	$9.74M	+$1.91M	3	0.48%	Increased
331	Commonwealth Equity Services Waltham, Massachusetts	$9.5M	-$892K	3	0.06%	Reduced
332	RIG Roosevelt Investment Group New York	$9.48M	-$7.35M	1	0.87%	Reduced
333	Spot Trading Chicago, Illinois	$9.44M	+$6.32M	2	0.19%	Increased
334	Cubist Systematic Strategies Stamford, Connecticut	$9.44M	+$6.07M	5	0.6%	Increased
335	HHC Hutchin Hill Capital New York	$9.4M	+$2.98M	1	0.32%	Increased
336	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$9.28M	-$275K	2	0.09%	Reduced
337	FCM Flinton Capital Management Philadelphia, Pennsylvania	$9.25M	+$1.18M	2	0.34%	Increased
338	Swiss Life Asset Management Zurich,	$9.11M	-$1.35M	2	0.23%	Reduced
339	Epoch Investment Partners New York	$9.07M	+$2.47M	1	0.03%	Increased
340	Mutual of America Capital Management New York	$9.07M	+$250K	2	0.16%	Increased
341	QCMC Quantum Capital Management (California) San Francisco, California	$9.02M	-$2.19K	1	2.22%	Reduced
342	MIP Marietta Investment Partners Milwaukee, Wisconsin	$8.94M	+$1.26M	1	2.87%	Increased
343	MN Services Vermogensbeheer The Hague, Netherlands	$8.92M	+$7.5M	2	0.25%	Increased
344	Fuller & Thaler Asset Management San Mateo, California	$8.84M	+$9.19M	1	0.12%	New
345	NA Neuburgh Advisers Los Angeles, California	$8.72M	-$115K	1	0.33%	Reduced
346	Mitsubishi UFJ Asset Management Tokyo, Japan	$8.58M	-$136K	2	0.21%	Reduced
347	TCM Twin Capital Management Mcmurray, Pennsylvania	$8.53M	+$449K	1	0.5%	Increased
348	CAM Cortina Asset Management Milwaukee, Wisconsin	$8.38M	+$250K	1	0.35%	Increased
349	Seizert Capital Partners Birmingham, Michigan	$8.3M	-$3.54M	1	0.3%	Reduced
350	Envestnet Asset Management Chicago, Illinois	$8.25M	-$1.48M	4	0.02%	Reduced