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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
426
L & S Advisors
L & S Advisors
California
$4.04M +$3.95M 1 1.26% New
427
GIA
Gargoyle Investment Advisor
New Jersey
$3.97M +$2.52M 2 1.45% Increased
428
Nippon Life Insurance
Nippon Life Insurance
Japan
$3.96M -$36K 2 0.1% Reduced
429
Convergence Investment Partners
Convergence Investment Partners
Florida
$3.94M +$379K 2 0.53% Increased
430
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$3.91M -$78.5K 1 2.39% Reduced
431
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.88M +$1.16M 2 0.08% Increased
432
PIA
Piedmont Investment Advisors
North Carolina
$3.86M -$22.7M 2 0.23% Reduced
433
Visium Asset Management
Visium Asset Management
New York
$3.84M -$1.75M 2 0.05% Reduced
434
Perella Weinberg Partners Capital Management
Perella Weinberg Partners Capital Management
New York
$3.82M +$3.61M 1 0.73% New
435
CCM
Cadence Capital Management
Massachusetts
$3.81M +$3.7M 2 0.22% New
436
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$3.78M -$77.4K 2 0.17% Reduced
437
Caxton Associates (New York)
Caxton Associates (New York)
New York
$3.76M -$1.41M 1 0.29% Reduced
438
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$3.73M -$178K 2 0.28% Reduced
439
AMF Tjänstepension
AMF Tjänstepension
Sweden
$3.73M +$3.53M 1 0.05% New
440
EAM Investors
EAM Investors
California
$3.67M +$2.17M 1 0.51% Increased
441
WesBanco Bank
WesBanco Bank
West Virginia
$3.67M -$18K 2 0.2% Reduced
442
GCM
Glaxis Capital Management
Florida
$3.67M +$3.47M 1 7.86% New
443
Suntrust Banks
Suntrust Banks
Georgia
$3.65M +$1.47M 2 0.02% Increased
444
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.64M -$1.98M 2 0.02% Reduced
445
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.61M +$1.04M 3 0.04% Increased
446
Great Lakes Advisors
Great Lakes Advisors
Illinois
$3.6M -$1.19M 1 0.11% Reduced
447
Bessemer Group
Bessemer Group
New Jersey
$3.59M +$3.08M 2 0.02% Increased
448
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$3.53M +$169K 1 0.25% Increased
449
Shelton Capital Management
Shelton Capital Management
Colorado
$3.53M +$533K 2 0.41% Increased
450
3NC
300 North Capital
California
$3.5M +$926K 1 0.81% Increased