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
Increased
Reduced
Net increased
Funds Holding
4,653
Funds Holding Change
+845
Funds Holding Growth
+22%
Value
$1.75T
Holding in Top 10
923
Top 10 Change
+547
Top 10 Growth
+145%
Value Growth
+190%
New
994
Increased
1,714
Reduced
1,751
Closed
109
Capital Inflow
$127B
Capital Outflow
$99.2B
Net Capital Flow
+$28.1B
Capital Flow Change
-$33.6B
Calls
$208B
Puts
$325B
Net Calls
-$117B
Put/Call Ratio
1.56