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
1,198
Funds Holding Change
-45
Funds Holding Growth
-4%
Value
$60.2B
Holding in Top 10
45
Top 10 Change
-3
Top 10 Growth
-6%
Value Growth
-2%
New
110
Increased
418
Reduced
509
Closed
140
Capital Inflow
$4.96B
Capital Outflow
$4.82B
Net Capital Flow
+$140M
Capital Flow Change
+$279M
Calls
$2.8B
Puts
$4.69B
Net Calls
-$1.89B
Put/Call Ratio
1.68