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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

New
Increased
Maintained
Reduced
Closed
Funds Holding 816
Funds Holding Change 0
Funds Holding Growth 0%
Value $48B
Holding in Top 10 78
Top 10 Change -5
Top 10 Growth -6%
Value Growth +5%
New 81
Increased 332
Reduced 310
Closed 74
Capital Inflow $4.13B
Capital Outflow $4.23B
Net Capital Flow -$98.8M
Capital Flow Change +$473M
Calls $2.88B
Puts $2.53B
Net Calls +$355M
Put/Call Ratio 0.88