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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
501
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$978K -$24.3K 1 0.08% Reduced
502
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$975K +$168K 3 0.03% Increased
503
Daiwa Securities Group
Daiwa Securities Group
Japan
$956K -$403K 2 0.01% Reduced
504
Herald Investment Management
Herald Investment Management
United Kingdom
$942K $0 1 0.37% Maintained
505
Amalgamated Bank
Amalgamated Bank
New York
$937K -$16.1K 3 0.16% Reduced
506
Eaton Vance Management
Eaton Vance Management
Massachusetts
$924K -$478K 1 0% Reduced
507
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$921K $0 1 0.07% Maintained
508
ICM
IMS Capital Management
Oregon
$909K $0 1 1.07% Maintained
509
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$895K -$5.26M 1 0.02% Reduced
510
TAM
Telluride Asset Management
Minnesota
$883K +$887K 1 0.74% New
511
IC
IKOS CIF
Cyprus
$831K +$83.4K 1 1.26% Increased
512
BIM
Beach Investment Management
Pennsylvania
$824K -$828K 1 1.09% Reduced
513
PAM
PartnerRe Asset Management
Connecticut
$823K +$8.3K 2 0.14% Increased
514
Creative Planning
Creative Planning
Kansas
$804K -$171K 4 0.01% Reduced
515
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$798K -$12.3M 2 0% Reduced
516
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$785K +$241K 2 0.15% Increased
517
Numeric Investors
Numeric Investors
Massachusetts
$769K +$772K 1 0.01% New
518
1GA
1st Global Advisors
Texas
$768K -$8.03K 1 0.14% Reduced
519
Citizens Business Bank
Citizens Business Bank
California
$759K +$69.1K 1 0.15% Increased
520
Capstone Investment Advisors
Capstone Investment Advisors
New York
$754K +$758K 1 0.01% New
521
LS Investment Advisors
LS Investment Advisors
Michigan
$754K +$197K 2 0.06% Increased
522
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$751K $0 2 0.19% Maintained
523
FIM
Fruth Investment Management
Texas
$744K -$19K 1 0.35% Reduced
524
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$736K -$283K 2 0.01% Reduced
525
Denver Investment Advisors
Denver Investment Advisors
Colorado
$728K -$10.3M 1 0.02% Reduced