← 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
676	VWM Venturi Wealth Management Austin, Texas	$71.5M	-$2.08M	3	2.77%	Reduced
677	Mawer Investment Management Calgary, Alberta, Canada	$71.3M	+$7.74M	2	0.49%	Increased
678	Mission Wealth Management Santa Barbara, California	$71.3M	+$27.6M	5	0.87%	Increased
679	Todd Asset Management Louisville, Kentucky	$71M	-$14.5M	1	1.26%	Reduced
680	GAMMA Investing Foster City, California	$71M	+$6.65M	6	2.64%	Increased
681	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$70.9M	+$44.6M	2	11.37%	New
682	E. Ohman J:or Asset Management Stockholm, Sweden	$70.8M	+$1.5M	2	1.65%	Increased
683	Global Retirement Partners San Rafael, California	$70.7M	+$46.7M	7	1.08%	New
684	CA Cornerstone Advisors Asheville, North Carolina	$70.5M	-$742K	1	2.32%	Reduced
685	SSI Scott & Selber Inc Houston, Texas	$70.3M	-$165K	2	14.83%	Reduced
686	LRI Linden Rose Investment Sugar Land, Texas	$70.1M	+$32.5M	3	54.5%	Increased
687	HCS Himension Capital (Singapore) Singapore	$70.1M	-$7.21M	5	4.3%	Reduced
688	Cantor Fitzgerald New York	$70M	+$16.1M	2	0.75%	Increased
689	HVCM Hel Ved Capital Management Central, Hong Kong	$69.6M	-$60.9M	3	5.14%	Reduced
690	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$69.6M	-$1.13M	1	7.98%	Reduced
691	NAS NWF Advisory Services Los Angeles, California	$69.3M	-$9.41M	2	6.52%	Reduced
692	Nicholas Company Milwaukee, Wisconsin	$69.2M	-$27.9M	1	1.27%	Reduced
693	WhitTier Trust Company Reno, Nevada	$69M	+$15.4M	4	1.29%	Increased
694	Moore Capital Management New York	$68.8M	-$21.6M	2	1.02%	Reduced
695	Meridian Wealth Management Lexington, Kentucky	$68.8M	+$4.41M	4	2.12%	Increased
696	WWA WCG Wealth Advisors Las Vegas, Nevada	$68.8M	+$18.9M	3	1.63%	Increased
697	South Dakota Investment Council Sioux Falls, South Dakota	$68.4M	-$7.61M	2	1.17%	Reduced
698	CAIMH Central Asset Investments & Management Holdings Hong Kong	$68.3M	-$51.5M	3	27.04%	Reduced
699	Tokio Marine Asset Management Tokyo, Japan	$68.1M	+$926K	3	2.11%	Increased
700	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$67.9M	-$5.1M	2	3.31%	Reduced