← 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
801	AGAM Avalon Global Asset Management San Francisco, California	$51.6M	-$38.2M	1	5.62%	Reduced
802	SAI Systematic Alpha Investments Princeton, New Jersey	$51.1M	+$1.52M	2	1.37%	Increased
803	Americana Partners Houston, Texas	$50.9M	-$12.6M	3	1.15%	Reduced
804	Diversified Trust Memphis, Tennessee	$50.9M	-$528K	4	0.82%	Reduced
805	MCM Maytus Capital Management New York	$50.5M	+$33.9M	2	7.95%	New
806	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$50.2M	-$14.8M	3	4.55%	Reduced
807	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$50.2M	+$9.37M	3	1.34%	Increased
808	MGM Manchester Global Management London, United Kingdom	$50.1M	$0	1	5.53%	Maintained
809	WAM Wallington Asset Management Indianapolis, Indiana	$49.9M	-$15.6M	1	6.14%	Reduced
810	Maple Rock Capital Partners Toronto, Ontario, Canada	$49.8M	-$190M	2	0.98%	Reduced
811	Wedbush Securities Los Angeles, California	$49.8M	-$2.61M	5	1.28%	Reduced
812	Focus Financial Network Minneapolis, Minnesota	$49.8M	+$5.4M	3	1.54%	Increased
813	Freestone Grove Partners San Francisco, California	$49.6M	+$632K	2	0.32%	Increased
814	ATC Argent Trust Co Nashville, Tennessee	$49.6M	-$4.69M	2	1.43%	Reduced
815	SCM Silvant Capital Management Atlanta, Georgia	$49.6M	+$24.5M	3	1.44%	Increased
816	ExodusPoint Capital Management New York	$49.3M	-$140M	5	0.32%	Reduced
817	Larson Financial Group St Louis, Missouri	$48.9M	-$2.09M	7	1.28%	Reduced
818	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$48.8M	-$1.93M	3	2.58%	Reduced
819	Midwest Trust Overland Park, Kansas	$48.7M	+$4.9M	2	0.55%	Increased
820	Nishkama Capital LLC Dorado, Puerto Rico	$48.4M	+$32M	2	1.49%	New
821	KeyBank National Association Cleveland, Ohio	$48.3M	+$1.44M	4	0.16%	Increased
822	MLCM M & L Capital Management London, United Kingdom	$48.2M	+$14.6M	1	13.04%	Increased
823	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$48M	-$329K	2	2.88%	Reduced
824	Citizens Financial Group Providence, Rhode Island	$47.9M	+$3.5M	4	0.58%	Increased
825	Meitav Investment House Bene-Beraq, Israel	$47.7M	-$20.8M	2	0.32%	Reduced