← 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	EP Elkfork Partners Portland, Oregon	$9.79M	-$2.27M	2	0.27%	Reduced
377	BWCA Brenner West Capital Advisors New York	$9.68M	+$10.1M	1	1.27%	New
378	Epoch Investment Partners New York	$9.68M	-$2.38M	1	0.03%	Reduced
379	MN Services Vermogensbeheer The Hague, Netherlands	$9.63M	-$454K	2	0.3%	Reduced
380	HL Financial Services Louisville, Kentucky	$9.52M	-$1.2M	2	0.18%	Reduced
381	Jacobs Levy Equity Management Florham Park, New Jersey	$9.5M	+$2.32M	2	0.17%	Increased
382	LPL Financial San Diego, California	$9.46M	-$165K	2	0.03%	Reduced
383	State of Alaska Department of Revenue Juneau, Alaska	$9.39M	+$6.53M	3	0.22%	Increased
384	PP PDT Partners New York	$9.33M	-$18.3M	2	0.27%	Reduced
385	Zurich Insurance Group Zurich, Switzerland	$9.27M	-$1.47M	2	0.22%	Reduced
386	Highbridge Capital Management New York	$9.24M	-$6.69M	3	0.16%	Reduced
387	SG Americas Securities New York	$9.18M	+$2.88M	3	0.09%	Increased
388	RC Randolph Company Cincinnati, Ohio	$9.11M	+$9.72M	1	1.55%	New
389	GCM Gibraltar Capital Management Tulsa, Oklahoma	$9.08M	-$305K	1	7.21%	Reduced
390	B BP London, United Kingdom	$8.99M	$0	2	0.32%	Maintained
391	Seizert Capital Partners Birmingham, Michigan	$8.91M	-$1.88M	1	0.32%	Reduced
392	NRS Neville Rodie & Shaw New York	$8.81M	+$338K	1	0.93%	Increased
393	TAM Tyers Asset Management Austin, Texas	$8.76M	+$604K	2	0.31%	Increased
394	HIS Horizon Investment Services Hammond, Indiana	$8.67M	-$733K	1	3.58%	Reduced
395	RIM Redpoint Investment Management Sydney, NSW, Australia	$8.67M	+$9.18M	2	0.48%	New
396	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$8.47M	+$9.04M	1	0.35%	New
397	Cubist Systematic Strategies Stamford, Connecticut	$8.42M	+$2.01M	4	0.45%	Increased
398	PP Paloma Partners Greenwich, Connecticut	$8.41M	+$4.42M	4	0.11%	Increased
399	AGAM Avalon Global Asset Management San Francisco, California	$8.37M	-$1.94M	1	4.14%	Reduced
400	US Bancorp Minneapolis, Minnesota	$8.34M	-$1.77M	5	0.03%	Reduced