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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 2,322
Funds Holding Change -188
Funds Holding Growth -7%
Value $178B
Holding in Top 10 93
Top 10 Change -77
Top 10 Growth -45%
Value Growth -27%
New 192
Increased 947
Reduced 940
Closed 349
Capital Inflow $26.5B
Capital Outflow $26.2B
Net Capital Flow +$295M
Capital Flow Change +$3.04B
Calls $8.18B
Puts $10.5B
Net Calls -$2.29B
Put/Call Ratio 1.28