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
819
Funds Holding Change
-26
Funds Holding Growth
-3%
Value
$25.1B
Holding in Top 10
25
Top 10 Change
-13
Top 10 Growth
-34%
Value Growth
-23%
New
88
Increased
350
Reduced
291
Closed
111
Capital Inflow
$3B
Capital Outflow
$4.05B
Net Capital Flow
-$1.05B
Capital Flow Change
+$308M
Calls
$1.36B
Puts
$1.26B
Net Calls
+$95.5M
Put/Call Ratio
0.93