← 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
1076	Fulton Bank Lancaster, Pennsylvania	$26.9M	+$715K	3	0.82%	Increased
1077	WLG Williamson Legacy Group Carmel, Indiana	$26.9M	-$3.6M	3	13.36%	Reduced
1078	HIM Herald Investment Management London, United Kingdom	$26.9M	-$7.54M	2	3.64%	Reduced
1079	OF Optimize Financial Laguna Hills, California	$26.8M	-$59.8K	3	9.63%	Reduced
1080	SCS Sound Capital Solutions Naples, Florida	$26.8M	+$17.5M	3	6.27%	New
1081	AMG Advisors Management Group La Crosse, Wisconsin	$26.8M	-$6.69M	3	4.44%	Reduced
1082	MAM Melqart Asset Management London, United Kingdom	$26.8M	-$52.5M	2	2.55%	Reduced
1083	PWM Positano Wealth Management Hong Kong,	$26.7M	+$286K	1	14.44%	Increased
1084	VNA Valley National Advisers Bethlehem, Pennsylvania	$26.6M	-$70K	4	2.95%	Reduced
1085	PIM Peregrine Investment Management Toronto, Ontario, Canada	$26.5M	+$17.8M	2	11.31%	New
1086	IIA IPG Investment Advisors San Diego, California	$26.5M	-$444K	4	3.81%	Reduced
1087	RBC Romano Brothers & Co Evanston, Illinois	$26.5M	-$3.54M	3	2.67%	Reduced
1088	RWM Rench Wealth Management Denton, Texas	$26.4M	-$3.25M	2	7.08%	Reduced
1089	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$26.3M	+$2.18M	4	1.41%	Increased
1090	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$26.3M	-$214K	3	1.26%	Reduced
1091	PI PFG Investments Woodbury, New York	$26.3M	+$1.66M	4	1.02%	Increased
1092	First National Trust Hermitage, Pennsylvania	$26.2M	+$4.39M	2	0.89%	Increased
1093	Cary Street Partners Richmond, Virginia	$26.1M	-$1.75M	3	0.57%	Reduced
1094	Lazard Frères Gestion Paris, France	$26M	+$13M	1	0.45%	Increased
1095	PIM Progressive Investment Management Lake Oswego, Oregon	$26M	-$254K	2	5.73%	Reduced
1096	DCM Dilation Capital Management New York	$26M	-$3.13M	1	10.48%	Reduced
1097	Modern Wealth Management Lenexa, Kansas	$25.9M	+$745K	3	0.31%	Increased
1098	Soros Fund Management New York	$25.9M	+$14.7M	1	0.32%	Increased
1099	Sowell Financial Services North Little Rock, Arkansas	$25.8M	-$490K	3	0.84%	Reduced
1100	JAM JW Asset Management Miami Beach, Florida	$25.8M	+$1.87M	2	8.08%	Increased