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
2,686
Funds Holding Change
+147
Funds Holding Growth
+6%
Value
$230B
Holding in Top 10
112
Top 10 Change
+24
Top 10 Growth
+27%
Value Growth
+38%
New
345
Increased
1,100
Reduced
970
Closed
160
Capital Inflow
$12.9B
Capital Outflow
$9.47B
Net Capital Flow
+$3.43B
Capital Flow Change
-$3.41B
Calls
$10.7B
Puts
$12.3B
Net Calls
-$1.68B
Put/Call Ratio
1.16