← 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
1226	GFP Gryphon Financial Partners Columbus, Ohio	$1K	-$27.3K	1	0%	Reduced
1227	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1K	$0	1	0%	Maintained
1228	SMG Spectrum Management Group Indianapolis, Indiana	$1K	-$25K	1	0%	Reduced
1229	APG Abacus Planning Group Columbia, South Carolina	$0	-$256K	0	–	Closed
1230	AHB Abner Herrman & Brock Jersey City, New Jersey	$0	-$1.86M	0	–	Closed
1231	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$0	-$85K	0	–	Closed
1232	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$6.81M	0	–	Closed
1233	AGF Investments Inc Toronto, Ontario, Canada	$0	-$42K	0	–	Closed
1234	ACM Alethea Capital Management Mercer Island, Washington	$0	-$55K	0	–	Closed
1235	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$123K	0	–	Closed
1236	AA Apriem Advisors Irvine, California	$0	-$343K	0	–	Closed
1237	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$12.4M	0	–	Closed
1238	ACP Ashfield Capital Partners San Francisco, California	$0	-$1.04M	0	–	Closed
1239	Assenagon Asset Management Senningerberg, Luxembourg	$0	-$24.3M	0	–	Closed
1240	BCA Bay Colony Advisors Concord, Massachusetts	$0	-$199K	0	–	Closed
1241	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	-$855K	1	0%	Reduced
1242	BIMC Benson Investment Management Company Roanoke, Virginia	$0	-$2.33M	0	–	Closed
1243	BCH Berkshire Capital Holdings San Jose, California	$0	$0	1	0%	Maintained
1244	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$0	-$1.39M	0	–	Closed
1245	BPM Blue Pool Management Causeway Bay, Hong Kong	$0	-$1.57M	0	–	Closed
1246	BBCM Boardman Bay Capital Management New York	$0	-$3.11M	0	–	Closed
1247	Boothbay Fund Management New York	$0	-$1.93M	0	–	Closed
1248	B Bridgeworth Birmingham, Alabama	$0	-$36K	0	–	Closed
1249	BRF B. Riley Financial Los Angeles, California	$0	-$242K	0	–	Closed
1250	BA Bristol Advisors Conshohocken, Pennsylvania	$0	-$242K	0	–	Closed