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
1,430
Funds Holding Change
+167
Funds Holding Growth
+13%
Value
$87.4B
Holding in Top 10
90
Top 10 Change
+34
Top 10 Growth
+61%
Value Growth
+26%
New
259
Increased
476
Reduced
528
Closed
68
Capital Inflow
$7.22B
Capital Outflow
$6.94B
Net Capital Flow
+$277M
Capital Flow Change
+$182M
Calls
$3.66B
Puts
$7.03B
Net Calls
-$3.37B
Put/Call Ratio
1.92