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
1,303
Funds Holding Change
-21
Funds Holding Growth
-2%
Value
$72.5B
Holding in Top 10
62
Top 10 Change
-36
Top 10 Growth
-37%
Value Growth
-10%
New
114
Increased
582
Reduced
450
Closed
122
Capital Inflow
$5.64B
Capital Outflow
$9.44B
Net Capital Flow
-$3.8B
Capital Flow Change
-$2.71B
Calls
$3.13B
Puts
$6.4B
Net Calls
-$3.27B
Put/Call Ratio
2.04