← 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
651	CCS Crosspoint Capital Strategies Orinda, California	$252K	-$181K	3	0.29%	Reduced
652	IC IKOS CIF Limassol, Cyprus	$249K	+$258K	1	0.73%	New
653	Parkwood LLC Cleveland, Ohio	$249K	-$695K	1	0.04%	Reduced
654	PBT Pictet Bank & Trust Nassau, Bahamas	$249K	+$279K	1	0.09%	New
655	CPA Cowen Prime Advisors New York	$241K	-$34.9K	1	0.11%	Reduced
656	SIM Spark Investment Management New York	$240K	-$177K	1	0.03%	Reduced
657	USCA RIA Houston, Texas	$238K	+$70.5K	1	0.06%	Increased
658	Dowling & Yahnke San Diego, California	$236K	+$91.4K	1	0.03%	Increased
659	TC TradeLink Capital Chicago, Illinois	$235K	+$50.4K	1	0.58%	Increased
660	CAM CMT Asset Management Chicago, Illinois	$229K	-$45.3K	1	0.01%	Reduced
661	Cetera Advisors Denver, Colorado	$227K	+$260K	1	0.02%	New
662	Wealthfront Palo Alto, California	$227K	+$42.6K	3	0.01%	Increased
663	DTL Dynamic Technology Lab Singapore	$226K	+$256K	1	0.08%	New
664	CC Courier Capital Buffalo, New York	$225K	+$253K	1	0.05%	New
665	Cowen Inc New York	$225K	-$109K	1	0.01%	Reduced
666	GW & Wade Wellesley, Massachusetts	$224K	-$193K	1	0.05%	Reduced
667	Freestone Capital Holdings Seattle, Washington	$223K	+$256K	1	0.02%	New
668	First Heartland Consultants Lake St. Louis, Missouri	$221K	$0	1	0.09%	Maintained
669	Boothbay Fund Management New York	$218K	+$19.5K	1	0.1%	Increased
670	Essex Investment Management Boston, Massachusetts	$217K	+$249K	1	0.04%	New
671	Evercore Wealth Management New York	$217K	+$172	2	0.01%	Increased
672	HBK Investments Dallas, Texas	$217K	-$13.8M	1	0%	Reduced
673	Pillar Pacific Capital Management Pacifica, California	$217K	+$14.7K	1	0.04%	Increased
674	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$215K	-$381K	1	0.07%	Reduced
675	MSI Financial Services Springfield, Massachusetts	$215K	+$65.6K	3	0.02%	Increased