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
1,215
Funds Holding Change
-20
Funds Holding Growth
-2%
Value
$47.4B
Holding in Top 10
40
Top 10 Change
-9
Top 10 Growth
-18%
Value Growth
-24%
New
185
Increased
375
Reduced
535
Closed
194
Capital Inflow
$5.97B
Capital Outflow
$6.67B
Net Capital Flow
-$698M
Capital Flow Change
+$337M
Calls
$2.33B
Puts
$4.15B
Net Calls
-$1.82B
Put/Call Ratio
1.78