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
622
Funds Holding Change
+23
Funds Holding Growth
+4%
Value
$34.1B
Holding in Top 10
45
Top 10 Change
+8
Top 10 Growth
+22%
Value Growth
+21%
New
94
Increased
229
Reduced
236
Closed
62
Capital Inflow
$3.74B
Capital Outflow
$2.92B
Net Capital Flow
+$825M
Capital Flow Change
-$18.9B
Calls
$2.02B
Puts
$1.01B
Net Calls
+$1.01B
Put/Call Ratio
0.5