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
$979B
| 630 | +16 | +3% | $15.9B |
|
2
Lam Research
LRCX
$336B
| 606 | +21 | +4% | $16.8B |
|
3
Rambus
RMBS
$9.51B
| 175 | +9 | +5% | $1.1B |
|
4
FormFactor
FORM
$8.47B
| 134 | +10 | +8% | $699M |
|
5
Camtek
CAMT
$5.75B
| 24 | +4 | +20% | $15.3M |
|
6
Tema Memory ETF
DISK
$60M
| – | – | – | – |
|
7
Roundhill Memory ETF
DRAM
$21.8B
| – | – | – | – |
|
8
Tuttle Capital Concentrated Memory Stack ETF
HBMX
$25.3M
| – | – | – | – |
|
|
KMEM
9
Kurv Memory Select ETF
KMEM
$24.4M
| – | – | – | – |
|
10
Defiance Memory & Photonics ETF
PRAM
| – | – | – | – |
|
11
SK Hynix Inc
SKHY
$1.01T
| – | – | – | – |
|
12
Sandisk
SNDK
$186B
| – | – | – | – |
|