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
2,002
Funds Holding Change
-4
Funds Holding Growth
-0.2%
Value
$139B
Holding in Top 10
88
Top 10 Change
-13
Top 10 Growth
-13%
Value Growth
+1%
New
148
Increased
754
Reduced
809
Closed
131
Capital Inflow
$7.49B
Capital Outflow
$8.01B
Net Capital Flow
-$513M
Capital Flow Change
+$2.12B
Calls
$4.66B
Puts
$6.82B
Net Calls
-$2.16B
Put/Call Ratio
1.46