← 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
1126	CF Centaurus Financial Anaheim, California	$24.3M	-$1.75M	5	0.94%	Reduced
1127	LIM Leavell Investment Management Mobile, Alabama	$24.2M	-$140K	3	0.89%	Reduced
1128	DCM Delta Capital Management Red Bank, New Jersey	$24.2M	-$3.85M	1	11.17%	Reduced
1129	HC Headwater Capital Hong Kong, China	$24.2M	-$64.5M	1	4.84%	Reduced
1130	PL Parkwood LLC Cleveland, Ohio	$24.2M	-$10.7M	2	1.73%	Reduced
1131	RWA River Wealth Advisors Camp Hill, Pennsylvania	$24.2M	+$1.69M	2	2.53%	Increased
1132	TAM Trust Asset Management Houston, Texas	$24.1M	+$101K	3	1.5%	Increased
1133	Meiji Yasuda Life Insurance Tokyo, Japan	$24M	+$500K	4	0.8%	Increased
1134	SI Seeds Investor New York	$24M	+$11.8M	3	2.47%	Increased
1135	MA McBroom & Associates Las Vegas, Nevada	$24M	-$2.43M	1	12.07%	Reduced
1136	Johnson Investment Counsel Cincinnati, Ohio	$23.9M	+$2.28M	3	0.18%	Increased
1137	NB Northwest Bancshares Warren, Pennsylvania	$23.9M	-$3.04M	2	4.31%	Reduced
1138	LSA L & S Advisors Los Angeles, California	$23.9M	-$10.1M	3	2.47%	Reduced
1139	Simplicity Wealth Summit, New Jersey	$23.9M	+$2.18M	3	0.81%	Increased
1140	EFG Everhart Financial Group Dublin, Ohio	$23.8M	-$435K	5	1.52%	Reduced
1141	TPA Trivium Point Advisory Westport, Connecticut	$23.8M	+$8.86M	3	2.16%	Increased
1142	IWS Insight Wealth Strategies San Ramon, California	$23.8M	-$2.54M	1	2.32%	Reduced
1143	Venture Visionary Partners Sylvania, Ohio	$23.7M	+$811K	3	0.66%	Increased
1144	TPM Totem Point Management New York	$23.7M	+$8.8M	2	14.5%	Increased
1145	DP DDD Partners Bellevue, Washington	$23.7M	+$15.4M	3	1.48%	New
1146	Copeland Capital Management Conshohocken, Pennsylvania	$23.6M	+$739K	1	0.49%	Increased
1147	BWM Bosman Wealth Management Redlands, California	$23.6M	+$2.96M	2	14.65%	Increased
1148	AGM Aragon Global Management Miami, Florida	$23.5M	+$11.9M	1	8.92%	Increased
1149	NS Night Squared New York	$23.5M	+$1.62M	3	2.53%	Increased
1150	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$23.5M	+$160K	2	2.09%	Increased