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
1,805
Funds Holding Change
-47
Funds Holding Growth
-3%
Value
$89.5B
Holding in Top 10
62
Top 10 Change
-7
Top 10 Growth
-10%
Value Growth
-12%
New
142
Increased
647
Reduced
783
Closed
165
Capital Inflow
$7.82B
Capital Outflow
$8.37B
Net Capital Flow
-$548M
Capital Flow Change
-$412M
Calls
$3.02B
Puts
$4.84B
Net Calls
-$1.82B
Put/Call Ratio
1.6