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
905
Funds Holding Change
+31
Funds Holding Growth
+4%
Value
$34.6B
Holding in Top 10
46
Top 10 Change
+8
Top 10 Growth
+21%
Value Growth
+20%
New
117
Increased
332
Reduced
345
Closed
78
Capital Inflow
$3.17B
Capital Outflow
$3.01B
Net Capital Flow
+$160M
Capital Flow Change
-$406M
Calls
$1.32B
Puts
$2.49B
Net Calls
-$1.17B
Put/Call Ratio
1.89