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
1,426
Funds Holding Change
-44
Funds Holding Growth
-3%
Value
$86.9B
Holding in Top 10
69
Top 10 Change
-17
Top 10 Growth
-20%
Value Growth
-4%
New
120
Increased
559
Reduced
563
Closed
151
Capital Inflow
$5.8B
Capital Outflow
$6.09B
Net Capital Flow
-$294M
Capital Flow Change
+$53.6M
Calls
$3.33B
Puts
$5.37B
Net Calls
-$2.04B
Put/Call Ratio
1.61