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
| 691 | +33 | +5% | $25.7B |
|
2
Lam Research
LRCX
$359B
| 669 | +19 | +3% | $21B |
|
3
Rambus
RMBS
$9.99B
| 159 | -12 | -7% | $1.17B |
|
4
FormFactor
FORM
$9.35B
| 131 | +2 | +2% | $757M |
|
5
Camtek
CAMT
$6.33B
| 30 | +7 | +30% | $22.2M |
|
6
Tema Memory ETF
DISK
$64.6M
| – | – | – | – |
|
7
Roundhill Memory ETF
DRAM
$23.6B
| – | – | – | – |
|
8
Tuttle Capital Concentrated Memory Stack ETF
HBMX
$27M
| – | – | – | – |
|
|
KMEM
9
Kurv Memory Select ETF
KMEM
$26.1M
| – | – | – | – |
|
10
Defiance Memory & Photonics ETF
PRAM
| – | – | – | – |
|
11
SK Hynix Inc
SKHY
$1.08T
| – | – | – | – |
|
12
Sandisk
SNDK
$203B
| – | – | – | – |
|