---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41546970.md"
description: "*The US stock AI full industry chain storage sector ETF has been listed, ticker $HBMXThe full name of HBMX is Concentrated Memory Stack ETFConcentrated Memory Stack ETF, this is a newly launched actively managed ETF by Tuttle Capital.With the explosion in demand for AI-driven storage chips, the Roundhill Memory ETF (ticker: $DRAM) attracted over $14 billion in funds in just two months.To get a piece of the action, Tuttle Capital Management launched a new actively managed ETF—Tuttle Capital Concentrated Memory Stack ETF (ticker: HBMX), directly competing with DRAM.It's a full bet on the core foundation of AI computing infrastructure—massive data storage and high-bandwidth throughput.The top ten holdings are as follows: * $Micron Tech(MU.US) 9.53%, storage chip giant, a key US domestic HBM target * $Onto Innovation(ONTO.US) 7.88%, leader in semiconductor metrology and inspection equipment, the "water seller" for advanced packaging * $Applied Materials(AMAT.US) 7.51%, the world's largest supplier of semiconductor manufacturing equipment * $ATEYY 7.37%, one of the two global leaders in semiconductor test equipment, a core beneficiary of HBM testing * $Penguin Solutions(PENG.US) 6.26%, AI infrastructure and high-performance computing memory solutions provider * $Rambus(RMBS.US) 6.02%, memory interface chip and IP giant, key to solving memory bandwidth bottlenecks * $ASML(ASML.US) 5.86%, absolute monopolist in lithography machines, the cornerstone of advanced processes * $Amkor Tech(AMKR.US) 5.7%, the world's second-largest semiconductor outsourced assembly and test (OSAT) foundry, a main force in advanced packaging * $Camtek(CAMT.US) 5.67%, semiconductor optical inspection equipment manufacturer, deeply benefiting from advanced packaging capacity expansion * $Lam Research(LRCX.US) 5.45%, leader in semiconductor etching equipment, an indispensable equipment supplier for 3D storage manufacturingThe total proportion of the top ten holdings is 67.25%In addition, it also includes small positions in Western Digital ( $Western Digital(WDC.US)), Silicon Motion Technology ( $Silicon Motion Tech(SIMO.US)), Tokyo Electron ( $Tokyo Electron(TOELY.US)), and Kioxia ( $KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM(KXIAY.US)), among other pure-play storage manufacturers and upstream/downstream equipment/material targets.Compared to $DRAM which bets all its chips on a few storage chip giants, $HBMX buys into the entire AI storage manufacturing and packaging supply chain.PS: Assets under management are only around $270k#USStocks #EarningsSeason #TradeTariffs #NonFarmPayrolls #AIInvesting #InvestmentStrategy #MSX"
datetime: "2026-06-05T17:05:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41546970.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41546970.md)
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author: "[浩浩荡荡地](https://longbridge.com/en/profiles/19784218.md)"
---

# *The US stock AI full industry chain storage secto…


### Related Stocks

- [HBMX.US](https://longbridge.com/en/quote/HBMX.US.md)
- [AMKR.US](https://longbridge.com/en/quote/AMKR.US.md)
- [PENG.US](https://longbridge.com/en/quote/PENG.US.md)
- [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md)
- [SIMO.US](https://longbridge.com/en/quote/SIMO.US.md)

## Comments (1)

- **丁真！寄 · 2026-06-05T17:27:34.000Z · 👍 1**: Dreaming back to blockchain, most ETFs in November 2025 were cancelled from listing.