← 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
776	MUFG Americas New York	$19K	+$11.8K	2	0%	Increased
777	Employees Provident Fund Board Shah Alam, Malaysia	$18.6K	-$21.2M	1	0%	Reduced
778	WRM Westport Resources Management Westport, Connecticut	$17K	$0	1	0.01%	Maintained
779	LJHT Laurie J. Hall Trustee	$16K	+$14.5K	1	0.01%	New
780	GWM Gupta Wealth Management San Diego, California	$14K	+$15K	1	0%	New
781	PO Private Ocean San Rafael, California	$14K	$0	1	0.01%	Maintained
782	TFO Tarbox Family Office Newport Beach, California	$14K	-$782	2	0.01%	Reduced
783	Loomis, Sayles & Company Boston, Massachusetts	$13K	+$11.5K	1	0%	New
784	WAS Winch Advisory Services Appleton, Wisconsin	$13K	+$10.9K	1	0.02%	Increased
785	Bartlett & Co Cincinnati, Ohio	$12K	$0	1	0%	Maintained
786	LNB Ledyard National Bank	$12K	$0	1	0%	Maintained
787	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$12K	+$1.53K	2	0%	Increased
788	DVM Dreman Value Management West Palm Beach, Florida	$11K	+$9.75K	1	0%	New
789	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$11K	-$212	2	0.01%	Reduced
790	TDC Thompson Davis & Co Richmond, Virginia	$11K	$0	2	0.02%	Maintained
791	Capital Guardian Trust Los Angeles, California	$10K	-$3.07K	2	0%	Reduced
792	HCM Highlander Capital Management Short Hills, New Jersey	$10K	-$5.59K	1	0.01%	Reduced
793	Hillsdale Investment Management Toronto, Ontario, Canada	$9K	-$3.64K	1	0%	Reduced
794	JFA JNBA Financial Advisors Bloomington, Minnesota	$9K	$0	1	0%	Maintained
795	SNT Security National Trust Wheeling, West Virginia	$9K	$0	1	0%	Maintained
796	VNA Valley National Advisers Bethlehem, Pennsylvania	$9K	+$620	3	0%	Increased
797	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$8K	+$7.12K	1	0%	Increased
798	MBT Monroe Bank & Trust Monroe, Michigan	$7K	+$6.55K	1	0%	New
799	TCI Wealth Advisors Tucson, Arizona	$7K	+$2.79K	3	0%	Increased
800	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$6K	-$11.4K	2	0%	Reduced