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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

Value
Increase
Decrease
Funds Holding 2,046
Funds Holding Change +256
Funds Holding Growth +14%
Value $174B
Holding in Top 10 138
Top 10 Change +56
Top 10 Growth +68%
Value Growth +30%
New 383
Increased 800
Reduced 633
Closed 100
Capital Inflow $12.1B
Capital Outflow $9.57B
Net Capital Flow +$2.52B
Capital Flow Change +$3.88B
Calls $7.32B
Puts $12.5B
Net Calls -$5.14B
Put/Call Ratio 1.7