← 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
576	GIM Groesbeck Investment Management Paramus, New Jersey	$2.37M	+$1.8M	1	1.7%	Increased
577	P Pitcairn Conshohocken, Pennsylvania	$2.35M	-$56.8K	2	0.27%	Reduced
578	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$2.33M	+$298K	2	0.16%	Increased
579	Brown Advisory Baltimore, Maryland	$2.33M	-$728K	2	0.01%	Reduced
580	IWA IBEX Wealth Advisors Bedminster, New Jersey	$2.32M	+$974	1	0.86%	Increased
581	IAS IMA Advisory Services Denver, Colorado	$2.32M	+$115K	1	1.08%	Increased
582	ETrade Capital Management Arlington, Virginia	$2.31M	-$72.7K	2	0.08%	Reduced
583	DAC Dymon Asia Capital Singapore	$2.3M	+$1.85M	1	4.75%	New
584	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$2.29M	$0	1	0.26%	Maintained
585	CAM Carret Asset Management New York	$2.25M	+$711K	1	0.36%	Increased
586	AR Advisory Research Chicago, Illinois	$2.23M	+$543K	1	0.04%	Increased
587	Commerce Bank Kansas City, Missouri	$2.17M	-$41.2K	2	0.03%	Reduced
588	First Citizens Bank & Trust Raleigh, North Carolina	$2.17M	-$302K	2	0.28%	Reduced
589	PHK Point72 Hong Kong Hong Kong	$2.15M	-$2.13M	4	1.53%	Reduced
590	BHB Bank Hapoalim BM Tel Aviv, Israel	$2.08M	+$187K	1	0.47%	Increased
591	Level Four Advisory Services Dallas, Texas	$2.07M	+$1.74M	2	0.18%	New
592	Catalyst Capital Advisors Huntington, New York	$2.06M	-$686K	1	0.09%	Reduced
593	HMS Hanseatic Management Services Albuquerque, New Mexico	$2.06M	-$1.76M	3	2.33%	Reduced
594	FWSM First Wilshire Securities Management Pasadena, California	$2.05M	$0	1	0.58%	Maintained
595	SGA Strategic Global Advisors Newport Beach, California	$2.05M	+$1.28M	1	0.79%	Increased
596	BB&T Securities Richmond, Virginia	$2.04M	-$955K	2	0.03%	Reduced
597	JT Jump Trading Chicago, Illinois	$2.04M	+$785K	1	0.37%	Increased
598	GH GAM Holding Zurich, Switzerland	$2.04M	-$9.52M	2	0.09%	Reduced
599	PAM Prudence Asset Management Hong Kong	$2.01M	+$1.61M	1	8.05%	New
600	BAM Baring Asset Management London, United Kingdom	$2M	-$85K	1	0.12%	Reduced