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
816
Funds Holding Change
+88
Funds Holding Growth
+12%
Value
$45.9B
Holding in Top 10
83
Top 10 Change
+21
Top 10 Growth
+34%
Value Growth
+16%
New
142
Increased
285
Reduced
304
Closed
49
Capital Inflow
$4.37B
Capital Outflow
$4.94B
Net Capital Flow
-$572M
Capital Flow Change
-$2B
Calls
$4.08B
Puts
$2.1B
Net Calls
+$1.98B
Put/Call Ratio
0.52