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
Lam Research
LRCX
$340B
| 1,298 | -13 | -1% | $65.8B |
|
2
Micron Technology
MU
$1.03T
| 1,227 | -47 | -4% | $62.5B |
|
3
Rambus
RMBS
$9.87B
| 236 | +17 | +8% | $2.07B |
|
4
FormFactor
FORM
$8.64B
| 226 | -4 | -2% | $2.69B |
|
5
Camtek
CAMT
$5.96B
| 95 | -2 | -2% | $583M |
|
6
Tema Memory ETF
DISK
$61.9M
| – | – | – | – |
|
7
Roundhill Memory ETF
DRAM
$22.7B
| – | – | – | – |
|
8
Tuttle Capital Concentrated Memory Stack ETF
HBMX
$25.7M
| – | – | – | – |
|
|
KMEM
9
Kurv Memory Select ETF
KMEM
$25.1M
| – | – | – | – |
|
10
Defiance Memory & Photonics ETF
PRAM
| – | – | – | – |
|
11
SK Hynix Inc
SKHY
$1.04T
| – | – | – | – |
|
12
Sandisk
SNDK
$195B
| – | – | – | – |
|