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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 1,426
Funds Holding Change -44
Funds Holding Growth -3%
Value $86.9B
Holding in Top 10 69
Top 10 Change -17
Top 10 Growth -20%
Value Growth -4%
New 120
Increased 559
Reduced 563
Closed 151
Capital Inflow $5.8B
Capital Outflow $6.09B
Net Capital Flow -$294M
Capital Flow Change +$53.6M
Calls $3.33B
Puts $5.37B
Net Calls -$2.04B
Put/Call Ratio 1.61