← 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
1051	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$138K	+$147K	2	0.13%	New
1052	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$137K	$0	2	0.09%	Maintained
1053	Salem Investment Counselors Winston Salem, North Carolina	$133K	$0	2	0.01%	Maintained
1054	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$132K	+$49.3K	3	0.05%	Increased
1055	BG Bollard Group Boston, Massachusetts	$129K	$0	1	0.01%	Maintained
1056	ClearBridge Investments New York	$129K	+$28.2K	2	0%	Increased
1057	CFIC City Financial Investment Company London, United Kingdom	$119K	-$225K	1	0.01%	Reduced
1058	NSIM North Star Investment Management Chicago, Illinois	$115K	+$8.62K	2	0.01%	Increased
1059	CFD Creative Financial Designs Kokomo, Indiana	$112K	+$96.2K	2	0.08%	Increased
1060	ADL Asset Dedication LLC San Francisco, California	$104K	$0	1	0.04%	Maintained
1061	Loomis, Sayles & Company Boston, Massachusetts	$103K	+$110K	2	0%	New
1062	WOC West Oak Capital Westlake Village, California	$101K	-$14.7K	1	0.06%	Reduced
1063	CPA Cowen Prime Advisors New York	$92K	-$30.1K	1	0.04%	Reduced
1064	Brown Brothers Harriman & Co New York	$90K	+$96.2K	2	0%	New
1065	LFA Legacy Financial Advisors Covington, Kentucky	$89K	+$95.6K	2	0.04%	New
1066	AW Alpha Windward Westwood, Massachusetts	$86K	-$35.7K	2	0.05%	Reduced
1067	RE RBC Europe London, United Kingdom	$81.7K	+$23.6K	2	0.01%	Increased
1068	RFM Royal Fund Management Lady Lake, Florida	$80K	+$48.7K	2	0.03%	Increased
1069	Carson Wealth (CWM LLC) Omaha, Nebraska	$77K	-$2.91K	2	0%	Reduced
1070	KA Kaizen Advisory Wheaton, Illinois	$76K	+$79.8K	2	0.05%	New
1071	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$71K	+$26.9K	2	0.03%	Increased
1072	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$68K	+$71.1K	1	0.02%	New
1073	BCM Blume Capital Management Berkeley, California	$67K	$0	1	0.03%	Maintained
1074	BWA BDO Wealth Advisors Jacksonville, Florida	$66K	$0	1	0.03%	Maintained
1075	MIC MU Investments Company Tokyo, Japan	$65K	-$1.51K	2	0.04%	Reduced