← 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
626	IRS Invictus RG (Singapore) Singapore	$243K	+$137K	2	0.29%	Increased
627	Gofen & Glossberg Chicago, Illinois	$242K	$0	1	0.01%	Maintained
628	Envestnet Asset Management Chicago, Illinois	$241K	-$9.14K	2	0%	Reduced
629	Group One Trading Chicago, Illinois	$241K	+$16.1K	3	0%	Increased
630	Wedbush Securities Los Angeles, California	$241K	-$5.01K	1	0.04%	Reduced
631	CIM Calvert Investment Management Bethesda, Maryland	$237K	+$451	1	0.02%	Increased
632	AHC Adell Harriman & Carpenter Houston, Texas	$232K	+$233K	1	0.07%	New
633	FNYS First New York Securities New York	$231K	+$217K	2	0.11%	New
634	Dana Investment Advisors Waukesha, Wisconsin	$230K	+$222K	1	0.01%	New
635	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$227K	+$5.95K	1	0.14%	Increased
636	RCM Reynolds Capital Management Las Vegas, Nevada	$227K	-$183K	1	0.15%	Reduced
637	IIM Ipswich Investment Management Beverly, Massachusetts	$220K	+$221K	1	0.09%	New
638	AP Advisor Partners Walnut Creek, California	$217K	+$218K	1	0.12%	New
639	AMM American Money Management Rancho Santa Fe, California	$215K	$0	1	0.18%	Maintained
640	YMRC Yorktown Management & Research Company Forest, Virginia	$215K	$0	1	0.04%	Maintained
641	Lazard Asset Management New York	$214K	+$216K	1	0%	New
642	Avior Wealth Management Omaha, Nebraska	$213K	-$23.8K	1	0.18%	Reduced
643	MVA Mount Vernon Associates Baltimore, Maryland	$207K	-$48.7K	1	0.54%	Reduced
644	Brown Advisory Baltimore, Maryland	$205K	+$205K	1	0%	New
645	SIM Spark Investment Management New York	$205K	+$214K	1	0.03%	New
646	CCA Checchi Capital Advisers Beverly Hills, California	$203K	+$204K	1	0.12%	New
647	GLI Guardian Life Insurance New York	$190K	+$1.13K	2	0.02%	Increased
648	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$189K	-$558K	2	0.05%	Reduced
649	Hillsdale Investment Management Toronto, Ontario, Canada	$180K	+$92.7K	2	0.05%	Increased
650	OC Oakworth Capital Birmingham, Alabama	$180K	$0	1	0.12%	Maintained