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
New
Closed
Net new
Funds Holding
827
Funds Holding Change
-12
Funds Holding Growth
-1%
Value
$25.4B
Holding in Top 10
27
Top 10 Change
+2
Top 10 Growth
+8%
Value Growth
-8%
New
94
Increased
341
Reduced
296
Closed
102
Capital Inflow
$2.88B
Capital Outflow
$2.59B
Net Capital Flow
+$292M
Capital Flow Change
-$385M
Calls
$510M
Puts
$1.41B
Net Calls
-$900M
Put/Call Ratio
2.76