← 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
501	AC Andromeda Capital White Plains, New York	$1.91M	+$1.81M	1	0.11%	New
502	Emerald Advisers Leola, Pennsylvania	$1.89M	-$1.07M	1	0.11%	Reduced
503	BP Banyan Partners Palm Beach Gardens, Florida	$1.89M	+$1.78M	1	0.16%	New
504	Ladenburg Thalmann Financial Services Miami, Florida	$1.87M	+$265K	4	0.05%	Increased
505	Veritable Wilmington, Delaware	$1.87M	+$67.4K	2	0.04%	Increased
506	SM Southport Management Wilson, Wyoming	$1.87M	-$2.5M	1	2.33%	Reduced
507	Stephens Investment Management Group Houston, Texas	$1.83M	+$44.2K	1	0.06%	Increased
508	CI Constellation Investments Montgomery, Ohio	$1.82M	+$8.9K	2	0.41%	Increased
509	CIM Calvert Investment Management Bethesda, Maryland	$1.79M	+$1.38M	2	0.13%	Increased
510	HAM Highstreet Asset Management London, Ontario, Canada	$1.79M	$0	1	0.39%	Maintained
511	Glenmede Trust Philadelphia, Pennsylvania	$1.78M	-$2.76M	3	0.02%	Reduced
512	Baird Milwaukee, Wisconsin	$1.77M	+$247K	1	0.02%	Increased
513	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.76M	+$1.01M	2	1.02%	Increased
514	City National Bank Beverly Hills, Delaware	$1.75M	+$1.67M	1	0.02%	New
515	NCM Narwhal Capital Management Marietta, Georgia	$1.72M	-$816K	1	0.69%	Reduced
516	Verition Fund Management Greenwich, Connecticut	$1.72M	-$3.27M	1	0.24%	Reduced
517	CEP Chicago Equity Partners Chicago, Illinois	$1.72M	-$3.03M	1	0.05%	Reduced
518	GMCM Gruber & McBaine Capital Management San Francisco, California	$1.71M	$0	1	0.48%	Maintained
519	CL CSS LLC Chicago, Illinois	$1.7M	+$777K	1	0.08%	Increased
520	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.69M	+$38.9K	2	0.13%	Increased
521	TCA Teewinot Capital Advisers New York	$1.69M	$0	1	0.98%	Maintained
522	Virginia Retirement Systems Richmond, Virginia	$1.68M	-$2.51M	2	0.03%	Reduced
523	AWA Arete Wealth Advisors Chicago, Illinois	$1.67M	+$1.58M	1	1.26%	New
524	William Blair & Company Chicago, Illinois	$1.67M	-$110K	1	0%	Reduced
525	OA OFI Advisors Philadelphia, Pennsylvania	$1.65M	+$158K	2	0.12%	Increased