← 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	RFCA R&F Capital Advisors New York	$804K	+$738K	2	0.28%	New
652	Simon Quick Advisors Morristown, New Jersey	$794K	+$763K	2	0.59%	New
653	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$789K	$0	1	0.1%	Maintained
654	AP Advisor Partners Walnut Creek, California	$777K	+$107K	2	0.23%	Increased
655	AAP Ardsley Advisory Partners Stamford, Connecticut	$767K	$0	1	0.13%	Maintained
656	CAM Carret Asset Management New York	$745K	-$5.08K	1	0.14%	Reduced
657	Eaton Vance Management Boston, Massachusetts	$723K	$0	1	0%	Maintained
658	PNAA Pictet North America Advisors Geneva 73, Switzerland	$721K	$0	1	0.16%	Maintained
659	ECM Everence Capital Management Goshen, Indiana	$720K	+$249K	2	0.21%	Increased
660	MCM Murphy Capital Management Bedminster, New Jersey	$687K	-$50.8K	1	0.11%	Reduced
661	HIM Herald Investment Management London, United Kingdom	$679K	-$225K	1	0.29%	Reduced
662	AssetMark Inc Concord, California	$676K	-$13.8K	1	0.01%	Reduced
663	First National Trust Hermitage, Pennsylvania	$670K	-$182K	1	0.09%	Reduced
664	Baker Avenue Asset Management San Francisco, California	$662K	-$366K	1	0.09%	Reduced
665	CIC Canal Insurance Company Greenville, South Carolina	$658K	-$1.69M	1	0.23%	Reduced
666	Annex Advisory Services Brookfield, Wisconsin	$653K	+$628K	1	0.16%	New
667	HH Hilltop Holdings Dallas, Texas	$644K	-$5.99K	2	0.2%	Reduced
668	Jennison Associates New York	$642K	-$1.42M	2	0%	Reduced
669	AQR Arbitrage Greenwich, Connecticut	$639K	+$614K	1	0.01%	New
670	RAM Redmond Asset Management Henrico, Virginia	$634K	-$305K	1	0.29%	Reduced
671	PI PHH Investments Addison, Texas	$632K	+$561K	1	0.25%	New
672	C CFO4Life Coppell, Texas	$629K	-$62.9K	1	0.52%	Reduced
673	Global X Management Company New York	$617K	+$235K	3	0.03%	Increased
674	MC Moors & Cabot Boston, Massachusetts	$617K	+$116K	1	0.1%	Increased
675	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$614K	+$17K	3	0.14%	Increased