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
$359B
| 1,884 | +81 | +4% | $103B |
|
2
Micron Technology
MU
$1.03T
| 1,865 | +133 | +8% | $110B |
|
3
Rambus
RMBS
$9.99B
| 459 | +45 | +11% | $6.22B |
|
4
Sandisk
SNDK
$203B
| 414 | -6 | -1% | $6.28B |
|
5
FormFactor
FORM
$9.35B
| 300 | +23 | +8% | $2.6B |
|
6
Camtek
CAMT
$6.33B
| 175 | +6 | +4% | $2.19B |
|
7
Tema Memory ETF
DISK
$64.6M
| – | – | – | – |
|
8
Roundhill Memory ETF
DRAM
$23.6B
| – | – | – | – |
|
9
Tuttle Capital Concentrated Memory Stack ETF
HBMX
$27M
| – | – | – | – |
|
|
KMEM
10
Kurv Memory Select ETF
KMEM
$26.1M
| – | – | – | – |
|
11
Defiance Memory & Photonics ETF
PRAM
| – | – | – | – |
|
12
SK Hynix Inc
SKHY
$1.08T
| – | – | – | – |
|