← 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 1,243
Funds Holding Change +28
Funds Holding Growth +2%
Value $61.5B
Holding in Top 10 48
Top 10 Change +8
Top 10 Growth +20%
Value Growth +30%
New 162
Increased 445
Reduced 480
Closed 122
Capital Inflow $5.63B
Capital Outflow $5.77B
Net Capital Flow -$139M
Capital Flow Change +$559M
Calls $2.7B
Puts $4.86B
Net Calls -$2.17B
Put/Call Ratio 1.8