← 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
901
Gradient Investments
Gradient Investments
Minnesota
$1K $0 1 0% Maintained
902
SBL
Sargent Bickham Lagudis
Colorado
$1K $0 1 0% Maintained
903
RWM
Raffa Wealth Management
District of Columbia
$462 $0 1 0% Maintained
904
Allstate Corporation
Allstate Corporation
Illinois
$0 -$360K 0 – Closed
905
AC
Amici Capital
New York
$0 -$337K 0 – Closed
906
AQR Arbitrage
AQR Arbitrage
Connecticut
$0 -$136K 0 – Closed
907
APCM
Arbiter Partners Capital Management
New York
$0 -$10.5M 0 – Closed
908
AT
Arden Trust
Delaware
$0 -$387K 0 – Closed
909
ACM
Argentus Capital Management
Texas
$0 -$380K 0 – Closed
910
BCM
Bluefin Capital Management
New York
$0 -$3.12M 0 – Closed
911
BAM
Brave Asset Management
New Jersey
$0 -$36K 0 – Closed
912
BIM
BRC Investment Management
Colorado
$0 -$771K 0 – Closed
913
BAM
Bruderman Asset Management
New York
$0 -$1K 0 – Closed
914
CCA
Checchi Capital Advisers
California
$0 -$277K 0 – Closed
915
CCM
Chicago Capital Management
Illinois
$0 $0 0 – Closed
916
Chilton Capital Management
Chilton Capital Management
Texas
$0 -$2.9M 0 – Closed
917
ClearBridge Investments
ClearBridge Investments
New York
$0 -$10K 0 – Closed
918
CC
Clearline Capital
New York
$0 -$6.07M 0 – Closed
919
Cohen & Steers
Cohen & Steers
New York
$0 -$5.46M 0 – Closed
920
CL
CSS LLC
Illinois
$0 -$252K 0 – Closed
921
Eastern Bank
Eastern Bank
Massachusetts
$0 -$215K 0 – Closed
922
ES
Equitec Specialists
Illinois
$0 -$208K 0 – Closed
923
EIM
Essex Investment Management
Massachusetts
$0 -$216K 0 – Closed
924
EA
Euclid Advisors
Connecticut
$0 -$7.78M 0 – Closed
925
FHAM
Folger Hill Asset Management
New York
$0 -$8.74M 0 – Closed
35 36
37
38 39