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
1,235
Funds Holding Change
-68
Funds Holding Growth
-5%
Value
$62B
Holding in Top 10
49
Top 10 Change
-13
Top 10 Growth
-21%
Value Growth
-14%
New
111
Increased
468
Reduced
521
Closed
164
Capital Inflow
$6.59B
Capital Outflow
$7.63B
Net Capital Flow
-$1.03B
Capital Flow Change
+$2.76B
Calls
$2.74B
Puts
$5.97B
Net Calls
-$3.24B
Put/Call Ratio
2.18