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
1,826
Funds Holding Change
+32
Funds Holding Growth
+2%
Value
$158B
Holding in Top 10
123
Top 10 Change
-11
Top 10 Growth
-8%
Value Growth
+0.5%
New
155
Increased
758
Reduced
683
Closed
104
Capital Inflow
$10.4B
Capital Outflow
$11.2B
Net Capital Flow
-$810M
Capital Flow Change
+$1.31B
Calls
$5.25B
Puts
$8.86B
Net Calls
-$3.61B
Put/Call Ratio
1.69