← 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	CPH C Partners Holding Zurich, Switzerland	$204K	+$2.89K	1	0.08%	Increased
1102	FEG Financial Enhancement Group Anderson, Indiana	$203K	+$20K	1	0.07%	Increased
1103	JIP Jaffetilchin Investment Partners Tampa, Florida	$203K	-$607K	1	0.05%	Reduced
1104	Harvest Fund Management Beijing, China	$202K	$0	2	0.03%	Maintained
1105	SWMG Signature Wealth Management Group Atlanta, Georgia	$202K	+$225K	1	0.15%	New
1106	TFF The Family Firm Bethesda, Maryland	$202K	-$8.47K	1	0.08%	Reduced
1107	FineMark National Bank & Trust Fort Myers, Florida	$201K	+$207K	1	0.01%	New
1108	PC Palo Capital Newport Beach, California	$201K	+$208K	1	0.07%	New
1109	TNB Thomasville National Bank Thomasville, Georgia	$201K	+$23.5K	1	0.03%	Increased
1110	BCA Bay Colony Advisors Concord, Massachusetts	$199K	+$207K	2	0.14%	New
1111	HM Harvest Management New York	$197K	$0	1	0.13%	Maintained
1112	PP PDT Partners New York	$191K	-$3.05M	1	0.01%	Reduced
1113	LF Lee Financial Dallas, Texas	$189K	$0	1	0.04%	Maintained
1114	C Cerebellum San Francisco, California	$184K	+$206K	1	0.31%	New
1115	SWP Strategic Wealth Partners Independence, Ohio	$183K	$0	1	0.11%	Maintained
1116	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$177K	$0	3	0.06%	Maintained
1117	BG Bollard Group Boston, Massachusetts	$174K	+$58.2K	1	0.01%	Increased
1118	PVH Psagot Value Holdings Tel Aviv, Israel	$174K	-$340K	2	0.01%	Reduced
1119	AP Advisors Preferred Rockville, Maryland	$171K	+$85.8K	1	0.08%	Increased
1120	Avior Wealth Management Omaha, Nebraska	$167K	+$19.6K	1	0.04%	Increased
1121	FMB Field & Main Bank Henderson, Kentucky	$164K	+$45.3K	1	0.15%	Increased
1122	T TOBAM Paris, France	$163K	-$5.3M	1	0.01%	Reduced
1123	ABA American Beacon Advisors Irving, Texas	$162K	+$167K	1	1.49%	New
1124	TDC Thompson Davis & Co Richmond, Virginia	$157K	+$89.2K	1	0.37%	Increased
1125	MCP Mirador Capital Partners Pleasanton, California	$153K	+$156K	1	0.08%	New