← 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	SAM SignalPoint Asset Management Springfield, Missouri	$951K	-$39.1K	1	0.46%	Reduced
777	PL Parkwood LLC Cleveland, Ohio	$938K	-$119K	2	0.13%	Reduced
778	PHK Point72 Hong Kong Hong Kong	$932K	-$1.38M	2	0.71%	Reduced
779	OIA Optimum Investment Advisors Chicago, Illinois	$929K	+$118K	1	0.3%	Increased
780	Wedbush Securities Los Angeles, California	$929K	+$354K	2	0.11%	Increased
781	Raymond James Trust St. Petersburg, Florida	$923K	-$157K	2	0.06%	Reduced
782	Prospera Financial Services Dallas, Texas	$922K	+$889K	2	0.14%	New
783	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$920K	$0	1	0.18%	Maintained
784	DCM Delpha Capital Management New York	$912K	+$954K	5	0.99%	New
785	PI PHH Investments Addison, Texas	$903K	+$5.5K	1	0.28%	Increased
786	CCB Cutter & Co Brokerage Ballwin, Missouri	$887K	+$36.4K	1	0.36%	Increased
787	Advent Capital Management New York	$884K	-$1.23M	1	0.02%	Reduced
788	KAM Kazazian Asset Management Fort Lauderdale, Florida	$884K	+$21.5K	1	0.9%	Increased
789	PTC Private Trust Company Cleveland, Ohio	$884K	-$44.2K	1	0.19%	Reduced
790	DAM Deltec Asset Management New York	$872K	+$913K	1	0.18%	New
791	Huntington National Bank Columbus, Ohio	$864K	+$467K	3	0.01%	Increased
792	Greenleaf Trust Kalamazoo, Michigan	$860K	+$553K	2	0.02%	Increased
793	First Merchants Corp Muncie, Indiana	$859K	-$393K	1	0.15%	Reduced
794	AWA Arete Wealth Advisors Chicago, Illinois	$848K	+$888K	1	0.28%	New
795	Intact Investment Management Montreal, Quebec, Canada	$838K	-$113K	2	0.03%	Reduced
796	Penserra Capital Management Orinda, California	$838K	-$3.1M	2	0.11%	Reduced
797	MC Menta Capital San Francisco, California	$835K	-$3.87M	2	0.16%	Reduced
798	Graham Capital Management Rowayton, Connecticut	$832K	+$872K	1	0.02%	New
799	CG CFO4Life Group Coppell, Texas	$830K	-$29.5K	1	0.65%	Reduced
800	GCA Gideon Capital Advisors New York	$827K	+$866K	1	0.73%	New