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
2,322
Funds Holding Change
-188
Funds Holding Growth
-7%
Value
$178B
Holding in Top 10
93
Top 10 Change
-77
Top 10 Growth
-45%
Value Growth
-27%
New
192
Increased
947
Reduced
940
Closed
349
Capital Inflow
$26.5B
Capital Outflow
$26.2B
Net Capital Flow
+$295M
Capital Flow Change
+$3.04B
Calls
$8.18B
Puts
$10.5B
Net Calls
-$2.29B
Put/Call Ratio
1.28