← 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
4426	Check Capital Management Costa Mesa, California	$217K	+$152K	1	0%	New
4427	FWM Forteris Wealth Management Armonk, New York	$217K	+$152K	1	0.18%	New
4428	IG IFS Group York, Pennsylvania	$217K	+$152K	1	0.3%	New
4429	PWM Praetorian Wealth Management Carmel, California	$217K	+$152K	1	0.04%	New
4430	RF Robbins Farley Bedford, New Hampshire	$217K	$0	1	0.08%	Maintained
4431	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$217K	+$152K	1	0.03%	New
4432	IGGA Iron Gate Global Advisors Nsl, Utah	$216K	+$151K	1	0.02%	New
4433	CA CGN Advisors Manhattan, Kansas	$216K	+$140K	1	0.02%	New
4434	LFA Lauterbach Financial Advisors El Paso, Texas	$216K	+$140K	1	0.09%	New
4435	KFI Kachkovsky & Fisher Inc San Diego, California	$215K	+$139K	1	0.21%	New
4436	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$215K	+$139K	1	0.01%	New
4437	PW Potentia Wealth San Jose, California	$215K	+$139K	1	0.09%	New
4438	SPW Sonoma Private Wealth Sonoma, California	$214K	+$150K	1	0.23%	New
4439	JRFS James Reed Financial Services Cleveland, Ohio	$214K	+$134K	1	0.16%	New
4440	SAM Seelaus Asset Management Chatham, New Jersey	$214K	+$139K	1	0.15%	New
4441	UOP University of Pittsburgh Pittsburgh, Pennsylvania	$214K	+$139K	1	0.3%	New
4442	GAM GEM Asset Management Plymouth, Michigan	$212K	+$138K	1	0.08%	New
4443	BC Barnett & Company Chattanooga, Tennessee	$212K	+$138K	1	0.16%	New
4444	SWRP Summit Wealth & Retirement Planning San Ramon, California	$212K	+$149K	1	0.05%	New
4445	HIG Heritage Investment Group Pompano Beach, Florida	$212K	+$137K	1	0.03%	New
4446	ATWA Arbor Trust Wealth Advisors Ann Arbor, Michigan	$211K	+$137K	1	0.09%	New
4447	FMTC Farmers & Merchants Trust Company Long Beach, California	$211K	+$148K	1	0.05%	New
4448	B Birchbrook Bangor, Maine	$210K	+$750	2	0.1%	Increased
4449	BCI Blue Capital Inc Omaha, Nebraska	$210K	-$544K	1	0.13%	Reduced
4450	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$210K	+$136K	1	0.05%	New