← 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	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	$0	1	0%	Maintained
802	AssetMark Inc Concord, California	$4K	+$4.62K	1	0%	New
803	Farmers & Merchants Investments Inc Lincoln, Nebraska	$4K	$0	1	0%	Maintained
804	TCI Wealth Advisors Tucson, Arizona	$4K	+$17	2	0%	Increased
805	Allworth Financial Folsom, California	$3K	$0	1	0%	Maintained
806	FAM Fortaleza Asset Management Chicago, Illinois	$3K	$0	1	0%	Maintained
807	RWM Rezny Wealth Management Fort Myers, Florida	$3K	$0	1	0%	Maintained
808	Gradient Investments Arden Hills, Minnesota	$2K	+$894	2	0%	Increased
809	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$2K	$0	1	0%	Maintained
810	KT Kanaly Trust Houston, Texas	$2K	-$5.07K	1	0%	Reduced
811	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$2K	$0	1	0%	Maintained
812	BAM Bruderman Asset Management Locust Valley, New York	$1K	$0	1	0%	Maintained
813	CHC City Holding Co Charleston, West Virginia	$1K	$0	1	0%	Maintained
814	FAM Formidable Asset Management Cincinnati, Ohio	$1K	$0	1	0%	Maintained
815	TCOV Trust Company of Vermont Brattleboro, Vermont	$1K	$0	1	0%	Maintained
816	UFA US Financial Advisors Braintree, Massachusetts	$1K	+$1.47K	1	0%	New
817	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$1K	$0	1	0%	Maintained
818	RWM Raffa Wealth Management Washington, District of Columbia	$255	$0	1	0%	Maintained
819	AGA Accuvest Global Advisors Provo, Utah	$0	-$379K	0	–	Closed
820	AGM Alpine Global Management New York	$0	-$150K	0	–	Closed
821	AMM American Money Management Rancho Santa Fe, California	$0	-$217K	0	–	Closed
822	AC Amiya Capital London, United Kingdom	$0	-$661K	0	–	Closed
823	Analytic Investors Los Angeles, California	$0	-$11M	0	–	Closed
824	AP Archon Partners Princeton Junction, New Jersey	$0	-$3.2M	0	–	Closed
825	AWS Aris Wealth Services State College, Pennsylvania	$0	-$32K	0	–	Closed