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
2,006
Funds Holding Change
+83
Funds Holding Growth
+4%
Value
$138B
Holding in Top 10
101
Top 10 Change
+15
Top 10 Growth
+17%
Value Growth
+13%
New
209
Increased
726
Reduced
781
Closed
113
Capital Inflow
$8.95B
Capital Outflow
$11.6B
Net Capital Flow
-$2.64B
Capital Flow Change
-$6.96B
Calls
$4.71B
Puts
$6.81B
Net Calls
-$2.11B
Put/Call Ratio
1.45