← 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	Fuller & Thaler Asset Management San Mateo, California	$571K	-$3.4M	2	0.02%	Reduced
627	BGA Belmont Global Advisors Dallas, Texas	$567K	+$10.9K	1	0.41%	Increased
628	People's United Financial Bridgeport, Connecticut	$567K	+$25.9K	1	0.03%	Increased
629	IIM Ipswich Investment Management Beverly, Massachusetts	$563K	+$212K	1	0.22%	Increased
630	FMA FNY Managed Accounts New York	$560K	+$378K	1	2.07%	Increased
631	PRC Platte River Capital Denver, Colorado	$549K	-$185K	1	0.08%	Reduced
632	OMERS Administration Corp Toronto, Ontario, Canada	$547K	$0	1	0.02%	Maintained
633	SignatureFD Atlanta, Georgia	$544K	+$448K	1	0.19%	Increased
634	FA FDx Advisors Chicago, Illinois	$543K	+$165K	2	0.04%	Increased
635	Loomis, Sayles & Company Boston, Massachusetts	$541K	-$214K	1	0%	Reduced
636	Brown Advisory Baltimore, Maryland	$536K	+$221K	2	0%	Increased
637	Evercore Wealth Management New York	$530K	-$119K	2	0.03%	Reduced
638	CWM Concert Wealth Management San Jose, California	$528K	-$2.69K	1	0.06%	Reduced
639	Hennessy Advisors Inc Novato, California	$521K	+$83.1K	2	0.02%	Increased
640	GIA Gargoyle Investment Advisor Englewood, New Jersey	$519K	+$459K	1	0.19%	New
641	MCM Manchester Capital Management Manchester, Vermont	$518K	-$20.9K	2	0.07%	Reduced
642	SM Senvest Management New York	$518K	$0	1	0.05%	Maintained
643	PCM Perritt Capital Management Chicago, Illinois	$516K	-$27.9K	1	0.09%	Reduced
644	RHBC R.H. Bluestein & Co Birmingham, Michigan	$516K	-$3.11M	1	0.03%	Reduced
645	FHC First Heartland Consultants Lake St. Louis, Missouri	$509K	+$18.7K	1	0.23%	Increased
646	ID Integral Derivatives New York	$504K	-$2.56M	2	0.01%	Reduced
647	CC Cipher Capital New York	$497K	+$439K	1	0.16%	New
648	P Pitcairn Conshohocken, Pennsylvania	$494K	-$23.1K	1	0.05%	Reduced
649	Scotia Capital Toronto, Ontario, Canada	$494K	+$409K	1	0.01%	New
650	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$488K	-$164K	1	0.13%	Reduced