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
2,510
Funds Holding Change
+117
Funds Holding Growth
+5%
Value
$244B
Holding in Top 10
170
Top 10 Change
+9
Top 10 Growth
+6%
Value Growth
+9%
New
254
Increased
987
Reduced
961
Closed
106
Capital Inflow
$15.6B
Capital Outflow
$18.3B
Net Capital Flow
-$2.74B
Capital Flow Change
-$2.28B
Calls
$10.1B
Puts
$10.5B
Net Calls
-$355M
Put/Call Ratio
1.04