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
Inflow
Outflow
Net flow
Funds Holding
2,922
Funds Holding Change
+236
Funds Holding Growth
+9%
Value
$312B
Holding in Top 10
168
Top 10 Change
+56
Top 10 Growth
+50%
Value Growth
+36%
New
425
Increased
1,164
Reduced
1,020
Closed
146
Capital Inflow
$15.6B
Capital Outflow
$22.3B
Net Capital Flow
-$6.74B
Capital Flow Change
-$10.2B
Calls
$14.4B
Puts
$18.4B
Net Calls
-$4.07B
Put/Call Ratio
1.28