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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 1,852
Funds Holding Change -131
Funds Holding Growth -7%
Value $102B
Holding in Top 10 69
Top 10 Change -16
Top 10 Growth -19%
Value Growth -25%
New 125
Increased 814
Reduced 679
Closed 223
Capital Inflow $6.87B
Capital Outflow $7.01B
Net Capital Flow -$137M
Capital Flow Change +$3.06B
Calls $3.54B
Puts $5.56B
Net Calls -$2.02B
Put/Call Ratio 1.57