← 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
551	RIM Rainier Investment Management Seattle, Washington	$3.12M	-$943K	1	1.32%	Reduced
552	Hudson Bay Capital Management Stamford, Connecticut	$3.11M	+$2.41M	2	0.07%	Increased
553	MCM Millie Capital Management Walnut Creek, California	$3.1M	-$84K	1	2.6%	Reduced
554	ST Sentinel Trust Houston, Texas	$3.09M	-$3.13M	1	0.64%	Reduced
555	SAM Sompo Asset Management Tokyo, Japan	$3.06M	-$33.4K	1	0.45%	Reduced
556	SFM Sphera Funds Management Tel Aviv, Israel	$3.05M	+$3.26M	1	0.36%	New
557	NONA Ninety One North America New York	$3.02M	-$39.7K	1	0.48%	Reduced
558	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.02M	-$488K	2	0.09%	Reduced
559	Weiss Asset Management Boston, Massachusetts	$3M	+$3.21M	1	0.26%	New
560	FHAM Folger Hill Asset Management New York	$2.98M	-$1.45M	1	0.3%	Reduced
561	MC Moors & Cabot Boston, Massachusetts	$2.98M	+$193K	2	0.4%	Increased
562	MA MYDA Advisors Woodmere, New York	$2.97M	+$3.15M	2	1.32%	New
563	AC Alexandria Capital Arlington, Virginia	$2.97M	+$3.02M	2	0.43%	New
564	Stephens Investment Management Group Houston, Texas	$2.94M	-$1.24M	1	0.07%	Reduced
565	Mariner Overland Park, Kansas	$2.93M	+$9.43K	1	0.11%	Increased
566	LTI Laffer Tengler Investments Nashville, Tennessee	$2.92M	$0	1	0.73%	Maintained
567	CCP Corient Capital Partners Newport Beach, California	$2.91M	+$2.78M	1	0.5%	Increased
568	Catalyst Capital Advisors Huntington, New York	$2.91M	+$791K	2	0.11%	Increased
569	VFA Virtus Fund Advisers Hartford, Connecticut	$2.88M	+$3.07M	1	0.03%	New
570	FG Formula Growth Montreal, Quebec, Canada	$2.88M	$0	1	0.38%	Maintained
571	Wealthfront Palo Alto, California	$2.87M	+$281K	2	0.03%	Increased
572	Baird Financial Group Milwaukee, Wisconsin	$2.86M	+$1.18M	2	0.02%	Increased
573	D.A. Davidson & Co Great Falls, Montana	$2.85M	+$87.5K	2	0.06%	Increased
574	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.84M	-$67.8K	1	0.65%	Reduced
575	BDS Banco de Sabadell Miami, Florida	$2.82M	+$2.98M	2	0.36%	New