← All themes Artificial Intelligence

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

Holding in Top 10
Increase
Decrease
Funds Holding 599
Funds Holding Change +599
Funds Holding Growth –
Value $28.2B
Holding in Top 10 37
Top 10 Change +37
Top 10 Growth –
Value Growth –
New 599
Increased –
Reduced –
Closed –
Capital Inflow $19.7B
Capital Outflow $0
Net Capital Flow +$19.7B
Capital Flow Change +$19.7B
Calls $1.02B
Puts $470M
Net Calls +$548M
Put/Call Ratio 0.46