← 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	% of Portfolio	Status
776	OIMU Orbis Investment Management (US) San Francisco, California	$0	-$4.2M	–	Closed
777	OHCM Orchard Hill Capital Management New York	$0	-$463K	–	Closed
778	PL Parkwood LLC Cleveland, Ohio	$0	-$155K	–	Closed
779	Plancorp LLC Saint Louis, Missouri	$0	-$95K	–	Closed
780	PM Platinum Management New York	$0	-$1.09M	–	Closed
781	PHK Point72 Hong Kong Hong Kong	$0	-$1.39M	–	Closed
782	PAM Princeton Alpha Management Princeton Junction, New Jersey	$0	-$374K	–	Closed
783	PCMF Private Capital Management (Florida) Naples, Florida	$0	-$11.8M	–	Closed
784	Prudential plc London, England, United Kingdom	$0	-$418K	–	Closed
785	Quantbot Technologies New York	$0	-$1.07M	–	Closed
786	RWM Raffa Wealth Management Washington, District of Columbia	$0	-$1.4K	–	Closed
787	RegentAtlantic Capital Morristown, New Jersey	$0	-$212K	–	Closed
788	RCM Rivernorth Capital Management West Palm Beach, Florida	$0	-$256K	–	Closed
789	RC Roundview Capital Princeton, New Jersey	$0	-$723K	–	Closed
790	SEC Seven Eight Capital New York	$0	-$339K	–	Closed
791	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$0	-$98K	–	Closed
792	SCM Stux Capital Management New York	$0	-$1.32M	–	Closed
793	SSG Summit Securities Group New York	$0	$0	–	Closed
794	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$218K	–	Closed
795	TH Timber Hill Greenwich, Connecticut	$0	-$651K	–	Closed
796	Twin Tree Management Dallas, Texas	$0	-$3.73M	–	Closed
797	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$0	-$223K	–	Closed
798	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$0	-$3.83M	–	Closed
799	Wolverine Asset Management Chicago, Illinois	$0	-$37.2K	–	Closed