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
874
Funds Holding Change
+47
Funds Holding Growth
+6%
Value
$28.9B
Holding in Top 10
38
Top 10 Change
+11
Top 10 Growth
+41%
Value Growth
+14%
New
127
Increased
328
Reduced
318
Closed
72
Capital Inflow
$3.04B
Capital Outflow
$2.48B
Net Capital Flow
+$566M
Capital Flow Change
+$274M
Calls
$1.09B
Puts
$1.99B
Net Calls
-$899M
Put/Call Ratio
1.82