← 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 1,430
Funds Holding Change +167
Funds Holding Growth +13%
Value $87.4B
Holding in Top 10 90
Top 10 Change +34
Top 10 Growth +61%
Value Growth +26%
New 259
Increased 476
Reduced 528
Closed 68
Capital Inflow $7.22B
Capital Outflow $6.94B
Net Capital Flow +$277M
Capital Flow Change +$182M
Calls $3.66B
Puts $7.03B
Net Calls -$3.37B
Put/Call Ratio 1.92