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
881
Funds Holding Change
-26
Funds Holding Growth
-3%
Value
$40.2B
Holding in Top 10
54
Top 10 Change
-19
Top 10 Growth
-26%
Value Growth
-18%
New
102
Increased
350
Reduced
355
Closed
116
Capital Inflow
$5.49B
Capital Outflow
$5.45B
Net Capital Flow
+$42.9M
Capital Flow Change
+$101M
Calls
$1.39B
Puts
$1.67B
Net Calls
-$275M
Put/Call Ratio
1.2