← 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
926	MIC MU Investments Company Tokyo, Japan	$76K	-$14.6K	1	0.05%	Reduced
927	ClearBridge Investments New York	$75K	$0	1	0%	Maintained
928	RWA Ropes Wealth Advisors Boston, Massachusetts	$74K	$0	1	0.02%	Maintained
929	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$73K	-$64.4K	2	0.04%	Reduced
930	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$67K	+$13.8K	3	0.03%	Increased
931	NFG Next Financial Group Houston, Texas	$66K	-$18.1K	2	0.02%	Reduced
932	NSIM North Star Investment Management Chicago, Illinois	$63K	+$22.9K	2	0.01%	Increased
933	PCTC Perkins Coie Trust Company Seattle, Washington	$61K	$0	1	0.03%	Maintained
934	Salem Investment Counselors Winston Salem, North Carolina	$60K	+$59.5K	2	0.01%	New
935	LJHT Laurie J. Hall Trustee	$57.4K	-$2.69K	2	0.04%	Reduced
936	CIA Cascade Investment Advisors Oregon City, Oregon	$53.7K	+$52.7K	1	0.05%	New
937	IP Intellectus Partners San Francisco, California	$51K	+$40.1K	2	0.02%	Increased
938	BWA Burt Wealth Advisors North Bethesda, Maryland	$47K	+$8.13K	1	0.03%	Increased
939	BWP Baldwin Wealth Partners Marion, Massachusetts	$40K	$0	1	0.01%	Maintained
940	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$39K	+$9.19K	1	0.03%	Increased
941	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$39K	+$39K	1	0.02%	New
942	PO Private Ocean San Rafael, California	$39K	$0	1	0.03%	Maintained
943	GAM Gemmer Asset Management Walnut Creek, California	$38K	-$20.7K	3	0.02%	Reduced
944	Pathstone Family Office Englewood, New Jersey	$37K	-$11.4K	1	0.02%	Reduced
945	TCOV Trust Company of Vermont Brattleboro, Vermont	$37K	-$11.7K	2	0%	Reduced
946	Chicago Partners Investment Group Chicago, Illinois	$35K	+$37.5K	1	0.01%	New
947	Balentine LLC Atlanta, Georgia	$32K	-$1.17K	2	0%	Reduced
948	WPA West Paces Advisors Atlanta, Georgia	$30.7K	$0	2	0.02%	Maintained
949	Bartlett & Co Cincinnati, Ohio	$30K	$0	1	0%	Maintained
950	PCP Proficio Capital Partners Newton, Massachusetts	$30K	-$45.7K	2	0.01%	Reduced