← 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
1426	WA Watchtower Advisors Old Greenwich, Connecticut	$13.9M	-$8.28M	1	7.71%	Reduced
1427	RFG Advisory Birmingham, Alabama	$13.8M	+$1.55M	4	0.22%	Increased
1428	RIM RW Investment Management Eagle, Idaho	$13.8M	-$1.18M	1	1.21%	Reduced
1429	LFA Legacy Financial Advisors Covington, Kentucky	$13.7M	-$1.39M	3	1.68%	Reduced
1430	LF Longbow Finance Lutry, Switzerland	$13.7M	+$289K	1	1.75%	Increased
1431	P Paradiem Covington, Louisiana	$13.7M	-$9.68M	1	2.94%	Reduced
1432	TNA True North Advisors Dallas, Texas	$13.6M	+$87.5K	2	1.3%	Increased
1433	NG NWK Group San Francisco, California	$13.6M	+$39.5K	1	4.19%	Increased
1434	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$13.6M	-$19.6K	2	2.14%	Reduced
1435	HWM Hohimer Wealth Management Seattle, Washington	$13.6M	+$39K	2	1.36%	Increased
1436	TCM Tuttle Capital Management Riverside, Connecticut	$13.5M	+$10.4M	6	9.12%	New
1437	PTC Private Trust Company Cleveland, Ohio	$13.5M	-$1.4M	6	1.08%	Reduced
1438	OL one8zero8 LLC Greensboro, North Carolina	$13.5M	-$37.5K	2	2.67%	Reduced
1439	PAS Professional Advisory Services Vero Beach, Florida	$13.5M	-$5.45M	1	1.61%	Reduced
1440	FHA Flagship Harbor Advisors Boston, Massachusetts	$13.5M	-$979K	2	0.52%	Reduced
1441	UCMOK United Capital Management of KS Salina, Kansas	$13.5M	-$1.49M	1	1.76%	Reduced
1442	ISWM Independent Solutions Wealth Management Williamsville, New York	$13.5M	+$2.73M	3	1.76%	Increased
1443	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$13.5M	+$29.2K	2	0.7%	Increased
1444	CRWM Castle Rock Wealth Management Walnut Creek, California	$13.4M	+$4.66M	4	2.64%	Increased
1445	GCM Goldstream Capital Management Central, Hong Kong	$13.4M	-$6.25M	3	10.17%	Reduced
1446	MCA Martin Capital Advisors San Antonio, Texas	$13.4M	+$73.3K	2	7.03%	Increased
1447	WC Westhampton Capital Winston-Salem, North Carolina	$13.4M	-$60.7K	1	5.55%	Reduced
1448	Ancora Advisors Cleveland, Ohio	$13.4M	-$1.48M	5	0.26%	Reduced
1449	MAM Maytree Asset Management Hong Kong	$13.4M	-$35M	4	8.68%	Reduced
1450	Main Management ETF Advisors San Francisco, California	$13.4M	+$210K	1	0.4%	Increased