← 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
976	AWM AllSquare Wealth Management Albany, New York	$413K	+$40.6K	2	0.31%	Increased
977	ZCM Zebra Capital Management Stamford, Connecticut	$411K	-$71K	1	0.18%	Reduced
978	Whitney & Co Rochester, New York	$407K	-$105K	2	0.11%	Reduced
979	Smithfield Trust Pittsburgh, Pennsylvania	$404K	$0	2	0.05%	Maintained
980	Bar Harbor Wealth Management Concord, New Hampshire	$401K	+$39.9K	1	0.05%	Increased
981	Confluence Investment Management St. Louis, Missouri	$400K	+$446K	1	0.01%	New
982	Cypress Capital Group Palm Beach, Florida	$399K	+$411K	1	0.08%	New
983	SWA Sutton Wealth Advisors Tampa, Florida	$395K	-$10.4K	4	0.28%	Reduced
984	AIM Advantage Investment Management Cedar Rapids, Iowa	$392K	-$325K	2	0.29%	Reduced
985	Brookstone Capital Management Wheaton, Illinois	$388K	+$400K	1	0.03%	New
986	Petrus Trust Company Dallas, Texas	$386K	+$113K	1	0.08%	Increased
987	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$386K	-$8.8K	1	0.2%	Reduced
988	GCMG Gyroscope Capital Management Group Naples, Florida	$377K	+$420K	1	0.17%	New
989	Savant Capital Rockford, Illinois	$375K	+$78.4K	1	0.08%	Increased
990	MC Matisse Capital Portland, Oregon	$373K	$0	1	0.3%	Maintained
991	DLHL Donald L. Hagan LLC Sarasota, Florida	$372K	-$379K	1	0.3%	Reduced
992	GCA Gradient Capital Advisors San Diego, California	$370K	+$412K	1	0.34%	New
993	Quadrant Capital Group Cincinnati, Ohio	$360K	-$3.84K	3	0.13%	Reduced
994	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$359K	+$70.6K	1	0.02%	Increased
995	Middleton & Co Boston, Massachusetts	$358K	+$49.5K	1	0.06%	Increased
996	Calton & Associates Tampa, Florida	$352K	-$675K	1	0.1%	Reduced
997	KLCM Advisors Milwaukee, Wisconsin	$351K	+$1.35K	1	0.09%	Increased
998	Brighton Jones LLC Seattle, Washington	$346K	+$56.1K	1	0.04%	Increased
999	WCM Washington Capital Management Seattle, Washington	$346K	$0	1	0.36%	Maintained
1000	SSI Investment Management Los Angeles, California	$344K	-$274K	1	0.03%	Reduced