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
845
Funds Holding Change
-36
Funds Holding Growth
-4%
Value
$32.7B
Holding in Top 10
38
Top 10 Change
-16
Top 10 Growth
-30%
Value Growth
-19%
New
91
Increased
345
Reduced
323
Closed
118
Capital Inflow
$4.4B
Capital Outflow
$5.76B
Net Capital Flow
-$1.36B
Capital Flow Change
-$1.4B
Calls
$1.56B
Puts
$1.63B
Net Calls
-$64.9M
Put/Call Ratio
1.04