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
1,790
Funds Holding Change
-36
Funds Holding Growth
-2%
Value
$134B
Holding in Top 10
82
Top 10 Change
-41
Top 10 Growth
-33%
Value Growth
-15%
New
157
Increased
738
Reduced
644
Closed
174
Capital Inflow
$11B
Capital Outflow
$12.3B
Net Capital Flow
-$1.35B
Capital Flow Change
-$544M
Calls
$5.46B
Puts
$9.79B
Net Calls
-$4.33B
Put/Call Ratio
1.79