← 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
1001	FAM Fortaleza Asset Management Chicago, Illinois	$0	-$524K	0	–	Closed
1002	FVCM F&V Capital Management Boca Raton, Florida	$0	-$397K	0	–	Closed
1003	GWS Glassman Wealth Services Vienna, Virginia	$0	+$573	2	0%	New
1004	GCM Glaxis Capital Management Sarasota, Florida	$0	-$4.41M	0	–	Closed
1005	HAM Harber Asset Management Asheville, North Carolina	$0	-$3.39M	0	–	Closed
1006	Harris Associates Chicago, Illinois	$0	-$1.4M	0	–	Closed
1007	JCM Jafra Capital Management New York	$0	-$3.67M	0	–	Closed
1008	Jennison Associates New York	$0	-$642K	0	–	Closed
1009	JIC Joel Isaacson & Co New York	$0	-$22K	0	–	Closed
1010	KIP Kayak Investment Partners San Francisco, California	$0	-$9.78M	0	–	Closed
1011	LI LVZ Inc Holland, Michigan	$0	-$43K	0	–	Closed
1012	Meag Munich Ergo Munich, Germany	$0	-$9.25M	0	–	Closed
1013	MHS M Holdings Securities Portland, Oregon	$0	-$234K	0	–	Closed
1014	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$1.25M	0	–	Closed
1015	Montag & Associates Atlanta, Georgia	$0	-$236K	0	–	Closed
1016	NCM Nelson Capital Management Menlo Park, California	$0	-$30K	0	–	Closed
1017	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
1018	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$0	-$3.46M	0	–	Closed
1019	PRCM Pine River Capital Management Minnetonka, Minnesota	$0	-$14.1M	0	–	Closed
1020	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	-$12K	0	–	Closed
1021	Plancorp LLC Saint Louis, Missouri	$0	-$168K	0	–	Closed
1022	PAM PT Asset Management Chicago, Illinois	$0	-$159K	0	–	Closed
1023	RWM Raffa Wealth Management Washington, District of Columbia	$0	-$570	0	–	Closed
1024	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$448K	0	–	Closed
1025	Sculptor Capital New York	$0	-$2.9M	0	–	Closed