← 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 728
Funds Holding Change +21
Funds Holding Growth +3%
Value $39.6B
Holding in Top 10 62
Top 10 Change -2
Top 10 Growth -3%
Value Growth +7%
New 104
Increased 272
Reduced 277
Closed 71
Capital Inflow $4.95B
Capital Outflow $3.52B
Net Capital Flow +$1.43B
Capital Flow Change +$3.25B
Calls $1.73B
Puts $2.05B
Net Calls -$318M
Put/Call Ratio 1.18