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
Calls
Puts
Net calls
Funds Holding
707
Funds Holding Change
+85
Funds Holding Growth
+14%
Value
$36.8B
Holding in Top 10
64
Top 10 Change
+19
Top 10 Growth
+42%
Value Growth
+8%
New
145
Increased
254
Reduced
244
Closed
56
Capital Inflow
$3.3B
Capital Outflow
$5.12B
Net Capital Flow
-$1.81B
Capital Flow Change
-$2.64B
Calls
$2.51B
Puts
$2.16B
Net Calls
+$349M
Put/Call Ratio
0.86