← 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
701	GS Gagnon Securities New York	$296K	$0	1	0.1%	Maintained
702	SC SRB Corp Boston, Massachusetts	$289K	+$275K	2	0.04%	New
703	Laird Norton Wetherby Wealth Management San Francisco, California	$278K	-$32	1	0.08%	Reduced
704	GLI Guardian Life Insurance New York	$277K	+$2.3K	2	0.03%	Increased
705	MVA Mount Vernon Associates Baltimore, Maryland	$276K	$0	1	0.69%	Maintained
706	Wealthfront Palo Alto, California	$274K	+$64.9K	2	0.02%	Increased
707	SIM Spark Investment Management New York	$272K	+$282K	1	0.04%	New
708	MTIP Magee Thomson Investment Partners San Diego, California	$271K	+$1.21K	2	0.07%	Increased
709	VFS VSR Financial Services Overland Park, Kansas	$269K	+$254K	1	0.03%	New
710	FMT First Mercantile Trust Cordova, Tennessee	$263K	-$85.6K	1	0.02%	Reduced
711	PPCM Pillar Pacific Capital Management Pacifica, California	$259K	$0	1	0.05%	Maintained
712	YMRC Yorktown Management & Research Company Forest, Virginia	$258K	-$32.1K	1	0.05%	Reduced
713	Catalyst Capital Advisors Huntington, New York	$254K	+$2.4K	1	0.03%	Increased
714	BII Bainco International Investors Boston, Massachusetts	$252K	$0	1	0.06%	Maintained
715	Cetera Advisor Networks El Segundo, California	$252K	-$35.3K	1	0.02%	Reduced
716	Williams Jones & Associates New York	$249K	+$235K	1	0.01%	New
717	OC Oakworth Capital Birmingham, Alabama	$248K	$0	1	0.15%	Maintained
718	NYLT New York Life Trust New York	$246K	+$61.5K	2	1.02%	Increased
719	CC Cipher Capital New York	$243K	-$292K	1	0.06%	Reduced
720	HC HHG & Company Darien, Connecticut	$243K	$0	1	0.08%	Maintained
721	CA Cornerstone Advisors Asheville, North Carolina	$240K	$0	1	0.05%	Maintained
722	Savant Capital Rockford, Illinois	$239K	$0	1	0.1%	Maintained
723	PSI Pinnacle Summer Investments Fairfax, Virginia	$235K	+$216K	2	0.03%	Increased
724	CIM Contravisory Investment Management Norwell, Massachusetts	$232K	+$235K	1	0.05%	New
725	MSI Financial Services Springfield, Massachusetts	$232K	+$140K	2	0.03%	Increased