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
1,013
Funds Holding Change
+37
Funds Holding Growth
+4%
Value
$50.1B
Holding in Top 10
73
Top 10 Change
+3
Top 10 Growth
+4%
Value Growth
+3%
New
125
Increased
375
Reduced
416
Closed
77
Capital Inflow
$5.51B
Capital Outflow
$6.28B
Net Capital Flow
-$771M
Capital Flow Change
-$4.11B
Calls
$1.49B
Puts
$1.83B
Net Calls
-$342M
Put/Call Ratio
1.23