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
3,497
Funds Holding Change
+575
Funds Holding Growth
+20%
Value
$488B
Holding in Top 10
289
Top 10 Change
+121
Top 10 Growth
+72%
Value Growth
+56%
New
761
Increased
1,215
Reduced
1,246
Closed
122
Capital Inflow
$47.4B
Capital Outflow
$29.1B
Net Capital Flow
+$18.3B
Capital Flow Change
+$25B
Calls
$21.4B
Puts
$32.3B
Net Calls
-$10.9B
Put/Call Ratio
1.51