← 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
826	MNBTD Moody National Bank Trust Division Galveston, Texas	$322K	$0	1	0.02%	Maintained
827	KIA KCM Investment Advisors Greenbrae, California	$318K	+$7.92K	1	0.02%	Increased
828	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$318K	-$226K	1	0.05%	Reduced
829	FMT First Mercantile Trust Cordova, Tennessee	$315K	-$194K	1	0.06%	Reduced
830	PMG ProVise Management Group Clearwater, Florida	$314K	$0	1	0.05%	Maintained
831	SWA Sutton Wealth Advisors Tampa, Florida	$307K	-$3.75K	3	0.24%	Reduced
832	Caprock Group Boise, Idaho	$307K	+$19.5K	1	0.07%	Increased
833	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$299K	+$293K	1	0.12%	New
834	Nikko Asset Management Americas New York	$297K	+$96.6K	2	0.02%	Increased
835	Stephens Inc Little Rock, Arkansas	$296K	+$170K	2	0.01%	Increased
836	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$293K	+$176K	1	0.03%	Increased
837	BA Birinyi Associates Westport, Connecticut	$291K	+$285K	1	0.14%	New
838	Fiduciary Trust Boston, Massachusetts	$289K	+$2.93K	1	0.01%	Increased
839	First National Bank of Omaha Omaha, Nebraska	$289K	-$318K	1	0.02%	Reduced
840	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$289K	+$283K	1	0.05%	New
841	BWM BerganKDV Wealth Management Bloomington, Minnesota	$288K	-$58.8K	1	0.08%	Reduced
842	ANI American National Insurance Galveston, Texas	$287K	$0	1	0.02%	Maintained
843	KA KLCM Advisors Milwaukee, Wisconsin	$286K	$0	1	0.08%	Maintained
844	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$285K	+$210K	2	0.03%	Increased
845	ANB Amarillo National Bank Amarillo, Texas	$281K	+$276K	1	0.1%	New
846	WesBanco Bank Wheeling, West Virginia	$277K	+$13.2K	1	0.02%	Increased
847	WPP Whalerock Point Partners Providence, Rhode Island	$270K	+$280K	1	0.1%	New
848	Parallel Advisors San Francisco, California	$269K	+$12.7K	2	0.05%	Increased
849	NewEdge Advisors New Orleans, Louisiana	$267K	+$259K	2	0.05%	New
850	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$265K	+$259K	1	0.05%	New