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 |
Funds holding | Growth | Growth % |
Fund value |
|
|---|---|---|---|---|---|
1
Micron Technology
MU
$1.03T
| 3,914 | +893 | +30% | $1.01T |
|
2
Lam Research
LRCX
$359B
| 3,146 | +495 | +19% | $463B |
|
3
Sandisk
SNDK
$203B
| 1,825 | +644 | +55% | $248B |
|
4
Rambus
RMBS
$9.99B
| 620 | +63 | +11% | $13.3B |
|
5
FormFactor
FORM
$9.35B
| 510 | +114 | +29% | $11.4B |
|
6
Roundhill Memory ETF
DRAM
$23.6B
| 367 | +367 | – | $5.89B |
|
7
Camtek
CAMT
$6.33B
| 235 | +12 | +5% | $3.65B |
|
8
Tuttle Capital Concentrated Memory Stack ETF
HBMX
$27M
| 5 | +5 | – | $1.27M |
|
9
Tema Memory ETF
DISK
$64.6M
| 1 | +1 | – | $2.21M |
|
|
KMEM
10
Kurv Memory Select ETF
KMEM
$26.1M
| – | – | – | – |
|
11
Defiance Memory & Photonics ETF
PRAM
| – | – | – | – |
|
12
SK Hynix Inc
SKHY
$1.05T
| – | – | – | – |
|