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
3,808
Funds Holding Change
+311
Funds Holding Growth
+9%
Value
$604B
Holding in Top 10
376
Top 10 Change
+87
Top 10 Growth
+30%
Value Growth
+24%
New
512
Increased
1,548
Reduced
1,479
Closed
143
Capital Inflow
$126B
Capital Outflow
$64.2B
Net Capital Flow
+$61.7B
Capital Flow Change
+$43.5B
Calls
$45.5B
Puts
$57.7B
Net Calls
-$12.2B
Put/Call Ratio
1.27