← 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
726	Meeder Asset Management Dublin, Ohio	$131K	$0	1	0.01%	Maintained
727	LWM LBA Wealth Management Jacksonville, Florida	$129K	$0	1	0.07%	Maintained
728	Wealthspire Advisors (Maryland) Potomac, Maryland	$129K	+$137K	3	0.02%	New
729	First Mercantile Trust Cordova, Tennessee	$127K	$0	1	0.01%	Maintained
730	Catalyst Capital Advisors Huntington, New York	$125K	-$52.2K	1	0.02%	Reduced
731	Oakworth Capital Birmingham, Alabama	$125K	-$6.11K	1	0.05%	Reduced
732	O'Shaughnessy Asset Management Stamford, Connecticut	$125K	+$126K	1	0%	Increased
733	Avior Wealth Management Omaha, Nebraska	$123K	+$27.2K	1	0.07%	Increased
734	Natixis Investment Managers International Paris, France	$123K	-$293K	1	0.02%	Reduced
735	HBK Investments Dallas, Texas	$122K	-$153K	1	0%	Reduced
736	First Interstate Bank Billings, Montana	$118K	+$47.4K	2	0.02%	Increased
737	DM Diker Management New York	$117K	-$890K	1	0.03%	Reduced
738	DTL Dynamic Technology Lab Singapore	$117K	-$118K	1	0.04%	Reduced
739	Focused Wealth Management Newburgh, New York	$104K	+$64K	1	0.06%	Increased
740	SCM Stevens Capital Management Radnor, Pennsylvania	$102K	-$889K	1	0%	Reduced
741	WhitTier Trust Company Reno, Nevada	$101K	$0	1	0.01%	Maintained
742	Edge Wealth Management New York	$99K	+$112K	1	0.04%	New
743	Cable Hill Partners Portland, Oregon	$95K	+$16	2	0.07%	Increased
744	Welch & Forbes Boston, Massachusetts	$90K	$0	1	0%	Maintained
745	Quadrant Capital Group Cincinnati, Ohio	$87K	+$6.62K	2	0.06%	Increased
746	Tompkins Financial Ithaca, New York	$87K	+$37.6K	1	0.03%	Increased
747	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$81.3K	-$17.2K	1	0.05%	Reduced
748	Tower Research Capital (TRC) New York	$80K	-$43.8K	4	0.01%	Reduced
749	AssetMark Inc Concord, California	$73K	+$64.5K	1	0%	Increased
750	NYLT New York Life Trust New York	$69K	+$3.58K	1	0.3%	Increased