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
1,852
Funds Holding Change
-131
Funds Holding Growth
-7%
Value
$102B
Holding in Top 10
69
Top 10 Change
-16
Top 10 Growth
-19%
Value Growth
-25%
New
125
Increased
814
Reduced
679
Closed
223
Capital Inflow
$6.87B
Capital Outflow
$7.01B
Net Capital Flow
-$137M
Capital Flow Change
+$3.06B
Calls
$3.54B
Puts
$5.56B
Net Calls
-$2.02B
Put/Call Ratio
1.57