← 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
1251	LK Lumbard & Kellner Hollis, New Hampshire	$0	-$965K	0	–	Closed
1252	Moneta Group Investment Advisors St Louis, Missouri	$0	+$474	1	0%	New
1253	MFW Mosaic Family Wealth St. Louis, Missouri	$0	-$6K	0	–	Closed
1254	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$0	-$2K	0	–	Closed
1255	NPC National Planning Corporation El Segundo, California	$0	-$1.3M	0	–	Closed
1256	NFA Nationwide Fund Advisors Columbus, Ohio	$0	-$91.4M	0	–	Closed
1257	NR Newfound Research Wellesley Hills, Massachusetts	$0	+$129	1	0%	Increased
1258	NFG Next Financial Group Houston, Texas	$0	-$97K	0	–	Closed
1259	Nippon Life Insurance Tokyo, Japan	$0	-$4M	0	–	Closed
1260	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$184K	0	–	Closed
1261	Oppenheimer Asset Management New York	$0	-$149K	0	–	Closed
1262	OIM Orca Investment Management Roseburg, Oregon	$0	-$2.46M	0	–	Closed
1263	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$0	-$33K	0	–	Closed
1264	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$0	-$7.94M	0	–	Closed
1265	PMG ProVise Management Group Clearwater, Florida	$0	-$275K	0	–	Closed
1266	PAM Prudence Asset Management Hong Kong	$0	-$2.01M	0	–	Closed
1267	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$216K	0	–	Closed
1268	Reinhart Partners Mequon, Wisconsin	$0	-$342K	0	–	Closed
1269	Sowell Financial Services North Little Rock, Arkansas	$0	-$204K	0	–	Closed
1270	Sumitomo Mitsui Financial Group Tokyo, Japan	$0	-$2.98M	0	–	Closed
1271	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$1.93M	0	–	Closed
1272	TNB Thomasville National Bank Thomasville, Georgia	$0	-$227K	0	–	Closed
1273	Todd Asset Management Louisville, Kentucky	$0	-$19.9M	0	–	Closed
1274	Tortoise Capital Advisors Overland Park, Kansas	$0	+$517	1	0%	New
1275	TA TRB Advisors New York	$0	-$3.93M	0	–	Closed