← 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	FineMark National Bank & Trust Fort Myers, Florida	$258K	-$2.91K	2	0.02%	Reduced
777	AIM Acrospire Investment Management Chicago, Illinois	$256K	+$56K	3	0.11%	Increased
778	PFA Paradigm Financial Advisors Des Peres, Missouri	$256K	-$11.3K	1	0.14%	Reduced
779	SIM SSI Investment Management Los Angeles, California	$253K	-$406	1	0.02%	Reduced
780	Atria Investments Charlotte, North Carolina	$252K	+$1.3K	1	0.02%	Increased
781	NL NWAM LLC Mercer Island, Washington	$252K	-$22.1K	1	0.08%	Reduced
782	NYLT New York Life Trust New York	$247K	+$27.9K	2	1.17%	Increased
783	CCP Corient Capital Partners Newport Beach, California	$246K	-$2.03K	1	0.04%	Reduced
784	KP Keel Point Huntsville, Alabama	$243K	+$233K	1	0.05%	New
785	RIL Rothschild Investment LLC Chicago, Illinois	$242K	-$2.61K	1	0.03%	Reduced
786	NCM Narwhal Capital Management Marietta, Georgia	$241K	+$207K	1	0.07%	New
787	PCM Perkins Capital Management Wayzata, Minnesota	$241K	-$70.4K	1	0.26%	Reduced
788	WIM Westside Investment Management Santa Monica, California	$239K	+$200K	2	0.16%	New
789	ANRIA American National Registered Investment Advisor Galveston, Texas	$237K	$0	1	0.11%	Maintained
790	Montag & Associates Atlanta, Georgia	$236K	-$137K	1	0.03%	Reduced
791	MNBTD Moody National Bank Trust Division Galveston, Texas	$236K	$0	1	0.01%	Maintained
792	MHS M Holdings Securities Portland, Oregon	$234K	+$201K	1	0.08%	New
793	CL CPWM LLC Seattle, Washington	$232K	$0	1	0.05%	Maintained
794	Stratos Wealth Partners Beachwood, Ohio	$231K	+$222K	1	0.01%	New
795	GCA Gideon Capital Advisors New York	$230K	-$1.01M	1	0.15%	Reduced
796	PMG ProVise Management Group Clearwater, Florida	$230K	$0	1	0.04%	Maintained
797	Cetera Advisor Networks El Segundo, California	$229K	-$415K	1	0.01%	Reduced
798	DTL Dynamic Technology Lab Singapore	$223K	-$908K	1	0.06%	Reduced
799	BCM Bourgeon Capital Management Darien, Connecticut	$219K	+$188K	1	0.14%	New
800	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$217K	+$186K	1	0%	New