← 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
376	MAM Meeder Asset Management Dublin, Ohio	$6.18M	+$5.89M	2	0.79%	New
377	Ninety One (UK) London, United Kingdom	$6.13M	$0	1	0.04%	Maintained
378	US Bancorp Minneapolis, Minnesota	$6.13M	-$16.2K	4	0.02%	Reduced
379	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.09M	-$603K	2	0.26%	Reduced
380	ArrowMark Colorado Holdings Denver, Colorado	$6.08M	$0	1	0.16%	Maintained
381	PAM Paradigm Asset Management New York	$6M	+$3.68M	2	0.78%	Increased
382	Parallax Volatility Advisers San Francisco, California	$5.95M	-$20.3M	4	0.02%	Reduced
383	WAM World Asset Management Detroit, Michigan	$5.86M	-$1.22M	2	0.2%	Reduced
384	LCM Logan Capital Management Newtown Square, Pennsylvania	$5.8M	+$5.48M	1	0.42%	New
385	Rafferty Asset Management New York	$5.7M	+$3.04M	2	1.29%	Increased
386	HL Financial Services Louisville, Kentucky	$5.64M	+$346K	2	0.15%	Increased
387	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$5.59M	+$1.09M	2	1.5%	Increased
388	ACM Anandar Capital Management New York	$5.59M	+$5.28M	1	2.25%	New
389	LPL Financial San Diego, California	$5.54M	+$1.55M	2	0.03%	Increased
390	Marsico Capital Management Denver, Colorado	$5.5M	+$5.2M	1	0.04%	New
391	United Capital Financial Advisors Irving, Texas	$5.5M	+$43.5K	1	0.08%	Increased
392	CIBC Asset Management Toronto, Ontario, Canada	$5.5M	-$1M	2	0.04%	Reduced
393	Veritable Wilmington, Delaware	$5.45M	+$3.31M	2	0.11%	Increased
394	Calamos Advisors Naperville, Illinois	$5.45M	+$3.66M	1	0.04%	Increased
395	Fuller & Thaler Asset Management San Mateo, California	$5.4M	+$3.93M	3	0.19%	Increased
396	Placemark Investments Chicago, Illinois	$5.3M	-$64.4K	2	0.09%	Reduced
397	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$5.25M	+$4.97M	1	0.58%	New
398	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$5.2M	+$64.2K	2	0.16%	Increased
399	Adams Diversified Equity Fund Baltimore, Maryland	$5.16M	+$5.04M	1	0.34%	New
400	DIA Denver Investment Advisors Denver, Colorado	$5.11M	+$3.26M	2	0.16%	Increased