← 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
351	Gateway Investment Advisers Cincinnati, Ohio	$7.4M	-$160K	2	0.07%	Reduced
352	US Bancorp Minneapolis, Minnesota	$7.39M	-$392K	4	0.03%	Reduced
353	Kornitzer Capital Management Shawnee Mission, Kansas	$7.37M	-$7.61M	1	0.13%	Reduced
354	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.37M	+$102K	3	0.19%	Increased
355	FCM Flinton Capital Management Philadelphia, Pennsylvania	$7.35M	-$3.15M	2	0.28%	Reduced
356	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.35M	-$38.8K	1	0.45%	Reduced
357	AGAM Avalon Global Asset Management San Francisco, California	$7.18M	-$244K	1	3.75%	Reduced
358	RCM Riverhead Capital Management Wilmington, Delaware	$7.14M	-$2.99M	3	0.39%	Reduced
359	Kennedy Capital Management St Louis, Missouri	$7.08M	+$3.08M	1	0.12%	Increased
360	SM Seminole Management New York	$7.08M	+$5.75M	1	1.3%	Increased
361	AB AT Bancorp Dubuque, Iowa	$7.02M	-$869K	2	0.9%	Reduced
362	IAM Integre Asset Management New York	$7.01M	-$2.08M	1	4.09%	Reduced
363	MIP Marietta Investment Partners Milwaukee, Wisconsin	$7.01M	+$5.06M	1	2.33%	Increased
364	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$7M	+$2.2M	2	0.28%	Increased
365	NAM Netols Asset Management Mequon, Wisconsin	$6.99M	-$608K	1	1.57%	Reduced
366	HL Financial Services Louisville, Kentucky	$6.97M	-$121K	2	0.14%	Reduced
367	MPA Marvin & Palmer Associates Wilmington, Delaware	$6.88M	+$1.33M	1	5%	Increased
368	Zurich Insurance Group Zurich, Switzerland	$6.83M	-$2.48M	2	0.2%	Reduced
369	CC Cipher Capital New York	$6.82M	+$3.43M	2	0.51%	Increased
370	TA Teton Advisors Rye, New York	$6.8M	$0	1	0.67%	Maintained
371	AEGON Asset Management (UK) Edinburgh, United Kingdom	$6.74M	+$2.12M	1	0.18%	Increased
372	Janney Montgomery Scott Philadelphia, Pennsylvania	$6.73M	+$2.36M	2	0.09%	Increased
373	Squarepoint New York	$6.53M	+$866K	2	0.18%	Increased
374	OAMG Odey Asset Management Group London, United Kingdom	$6.5M	-$10.6M	2	0.67%	Reduced
375	NRS Neville Rodie & Shaw New York	$6.49M	-$532K	1	0.74%	Reduced