← 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
526	Quantbot Technologies New York	$3.67M	+$2.71M	3	0.34%	Increased
527	CC Cipher Capital New York	$3.62M	-$5.47M	2	0.29%	Reduced
528	CIBC Private Wealth Group Atlanta, Georgia	$3.6M	+$2.06M	2	0.02%	Increased
529	P Pitcairn Conshohocken, Pennsylvania	$3.59M	+$1.3M	2	0.36%	Increased
530	ALPS Advisors Denver, Colorado	$3.57M	+$110K	2	0.02%	Increased
531	MPA Marvin & Palmer Associates Wilmington, Delaware	$3.48M	-$1.02M	1	3.6%	Reduced
532	GIM Groesbeck Investment Management Paramus, New Jersey	$3.47M	+$1.18M	2	2.44%	Increased
533	Benjamin F. Edwards & Company St. Louis, Missouri	$3.45M	+$2.92M	2	0.36%	Increased
534	TW Transform Wealth Greenwood Village, Colorado	$3.45M	+$226K	1	0.64%	Increased
535	CHP Cable Hill Partners Portland, Oregon	$3.4M	-$34.8K	2	1.48%	Reduced
536	LP Luzich Partners Las Vegas, Nevada	$3.36M	+$1.08M	1	2.74%	Increased
537	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.34M	-$70.6K	1	0.53%	Reduced
538	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$3.33M	$0	1	0.05%	Maintained
539	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$3.33M	-$13.9M	1	0.6%	Reduced
540	Meiji Yasuda Life Insurance Tokyo, Japan	$3.32M	-$781K	2	0.46%	Reduced
541	XSC X-Square Capital Guaynabo, Puerto Rico	$3.3M	+$3.46M	1	3.47%	New
542	Ameritas Investment Partners Lincoln, Nebraska	$3.29M	+$64.6K	4	0.15%	Increased
543	VF Virtu Financial New York	$3.28M	-$702K	2	0.17%	Reduced
544	HIH HRS Investment Holdings New York	$3.27M	+$1.94M	2	1.72%	Increased
545	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.26M	-$226K	3	0.16%	Reduced
546	CI Cigna Investments Bloomfield, Connecticut	$3.25M	+$469K	3	0.21%	Increased
547	First Allied Advisory Services San Diego, California	$3.22M	+$1.23M	2	0.13%	Increased
548	BBCM Boardman Bay Capital Management New York	$3.2M	+$167K	1	4.54%	Increased
549	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$3.2M	$0	2	0.37%	Maintained
550	Empowered Funds Havertown, Pennsylvania	$3.16M	+$2.44M	2	1.58%	Increased