← 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
751	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$347K	-$901K	1	0.03%	Reduced
752	GIS Guardian Investor Services New York	$347K	-$9.24K	2	0.27%	Reduced
753	C CFO4Life Coppell, Texas	$341K	+$322K	1	0.28%	New
754	RCM Rotella Capital Management Bellevue, Washington	$341K	+$319K	2	0.3%	New
755	ED Exane Derivatives Paris, France	$341K	+$322K	1	0.05%	New
756	PCM Piermont Capital Management St. Louis, Missouri	$335K	$0	1	0.12%	Maintained
757	Catalyst Capital Advisors Huntington, New York	$333K	+$68.7K	1	0.04%	Increased
758	AH Achievement Holdings Chicago, Illinois	$329K	+$311K	1	0.01%	New
759	LPT Legacy Private Trust Neenah, Wisconsin	$329K	$0	1	0.05%	Maintained
760	VFS VSR Financial Services Overland Park, Kansas	$329K	+$51.3K	1	0.04%	Increased
761	GIM Groesbeck Investment Management Paramus, New Jersey	$326K	+$309K	1	0.16%	New
762	FA FDx Advisors Chicago, Illinois	$323K	-$332K	1	0.02%	Reduced
763	GCMG Gyroscope Capital Management Group Naples, Florida	$321K	+$304K	1	0.26%	New
764	MTIP Magee Thomson Investment Partners San Diego, California	$320K	-$5K	1	0.08%	Reduced
765	Avior Wealth Management Omaha, Nebraska	$315K	$0	1	0.25%	Maintained
766	BFG Beacon Financial Group Dallas, Texas	$315K	-$68.6K	1	0.07%	Reduced
767	GCA Greenwood Capital Associates Greenwood, South Carolina	$314K	+$307K	1	0.09%	New
768	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$312K	+$76.1K	2	0.28%	Increased
769	SRAM Stone Ridge Asset Management New York	$312K	+$295K	1	0.65%	New
770	Laird Norton Wetherby Wealth Management San Francisco, California	$304K	+$18.7K	1	0.08%	Increased
771	GS Gagnon Securities New York	$302K	-$761	1	0.1%	Reduced
772	AIM Allen Investment Management New York	$301K	+$285K	1	0.02%	New
773	NL NWAM LLC Mercer Island, Washington	$300K	-$54K	1	0.13%	Reduced
774	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$297K	-$19.9K	2	0.08%	Reduced
775	OIA Optimum Investment Advisors Chicago, Illinois	$293K	-$116K	2	0.09%	Reduced