← 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
476	Sumitomo Life Insurance Tokyo, Japan	$2.73M	+$60.1K	1	0.39%	Increased
477	SP Steelhead Partners Seattle, Washington	$2.73M	-$380K	1	0.27%	Reduced
478	FC FIC Capital New York	$2.7M	+$188K	2	1.36%	Increased
479	Brinker Capital Berwyn, Pennsylvania	$2.69M	+$1.56M	2	0.15%	Increased
480	Verition Fund Management Greenwich, Connecticut	$2.69M	-$5.81M	2	0.23%	Reduced
481	Simplex Trading Chicago, Illinois	$2.68M	-$709K	3	0.16%	Reduced
482	FAT First American Trust Santa Ana, California	$2.67M	+$211K	1	0.83%	Increased
483	OMERS Administration Corp Toronto, Ontario, Canada	$2.63M	+$2.25M	1	0.05%	New
484	PIM Platinum Investment Management Sydney Australia 2000, Australia	$2.62M	-$789K	1	0.08%	Reduced
485	KeyBank National Association Cleveland, Ohio	$2.6M	-$1.11M	2	0.02%	Reduced
486	RAM Roanoke Asset Management Jersey City, New Jersey	$2.52M	+$2.42M	1	1.14%	New
487	TCM Tributary Capital Management Omaha, Nebraska	$2.51M	-$71.1K	1	0.29%	Reduced
488	Nippon Life Insurance Tokyo, Japan	$2.49M	+$535K	2	0.05%	Increased
489	Stephens Investment Management Group Houston, Texas	$2.49M	+$4.06K	1	0.07%	Increased
490	DM Delphi Management Brookline, Massachusetts	$2.48M	-$317K	1	1.45%	Reduced
491	AIM Assured Investment Management New York	$2.48M	-$97.8M	1	0.05%	Reduced
492	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$2.44M	-$633K	1	0.02%	Reduced
493	Norinchukin Bank Tokyo, Japan	$2.43M	+$275K	2	0.06%	Increased
494	IAM Ion Asset Management Herzliya, Israel	$2.39M	+$1.04M	1	1.01%	Increased
495	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$2.36M	$0	1	0.81%	Maintained
496	South Dakota Investment Council Sioux Falls, South Dakota	$2.32M	-$214K	2	0.05%	Reduced
497	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.31M	$0	2	0.46%	Maintained
498	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.28M	+$945K	2	0.04%	Increased
499	Catalyst Capital Advisors Huntington, New York	$2.25M	+$330K	2	0.14%	Increased
500	Capstone Investment Advisors New York	$2.24M	+$1.21M	2	0.07%	Increased