← 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
1101
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0 -$7K 0 – Closed
1102
LA
Lucus Advisors
New York
$0 -$355K 0 – Closed
1103
MLFP
MPS Loria Financial Planners
Illinois
$0 -$142K 0 – Closed
1104
NR
Newfound Research
Massachusetts
$0 +$32 1 0% New
1105
NMC
Nine Masts Capital
Hong Kong
$0 -$360K 0 – Closed
1106
NM
Nokota Management
New York
$0 -$19.4M 0 – Closed
1107
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$0 -$13K 0 – Closed
1108
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$0 -$17.7M 0 – Closed
1109
Peconic Partners
Peconic Partners
New York
$0 -$2.24M 0 – Closed
1110
PTC
Philadelphia Trust Company
Pennsylvania
$0 -$259K 0 – Closed
1111
PAS
Point72 Asia (Singapore)
Singapore
$0 -$2.48M 0 – Closed
1112
QAM
Quantres Asset Management
Cayman Islands
$0 -$2.71M 0 – Closed
1113
QF
QVT Financial
New York
$0 -$2.38M 0 – Closed
1114
SM
Sciencast Management
New Jersey
$0 -$246K 0 – Closed
1115
SWM
Segment Wealth Management
Texas
$0 -$436K 0 – Closed
1116
SI
Sensato Investors
California
$0 -$20.5M 0 – Closed
1117
SM
SG3 Management
Puerto Rico
$0 -$119K 0 – Closed
1118
SSWM
Sheets Smith Wealth Management
North Carolina
$0 -$257K 0 – Closed
1119
SC
Skylands Capital
Wisconsin
$0 -$830K 0 – Closed
1120
SFM
Sphera Funds Management
Israel
$0 -$2.86M 0 – Closed
1121
SP
Steelhead Partners
Washington
$0 -$5.36M 0 – Closed
1122
SCM
Stevens Capital Management
Pennsylvania
$0 -$13.6M 0 – Closed
1123
SG
StoneX Group
New York
$0 -$242K 0 – Closed
1124
SCP
Syntal Capital Partners
Texas
$0 -$648K 0 – Closed
1125
TC
TFS Capital
Pennsylvania
$0 -$141K 0 – Closed