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Powerhouse AI ETF DRAM Hits $6.5 Billion at Record Pace

Generally speaking, investors and advisors take notice when an ETF with an interesting approach hits a key AUM milestone. As is the case with the Roundhill Memory ETF (DRAM). The fund keeps hitting milestone after milestone after milestone — all within less than two months of it being online. Key Takeaways: Despite being on the market for less than 40 days, the Roundhill Memory ETF (DRAM) has already reached $6.5 billion in AUM. Per Eric Balchunas of Bloomberg, DRAM reached $6.5 billion at the fastest rate of any ETF on the market, beating out IBIT’s previous record. DRAM provides compelling exposure to specific AI memory companies like Micron, SK hynix, and Samsung, which is a primary driver of its appeal. As of May 11, 2026, DRAM has hit $6.5 billion in assets under management within 36 days of being on the market. Bloomberg’s Eric Balchunas noted that this is faster than any other ETF to reach the $6.5 billion milestone. This includes beating BlackRock’s (IBIT ), which did so in 43 days. How DRAM Stands Out in the Crowded AI FieldMany may be wondering how DRAM has been able to accomplish such a feat on short notice. Well, the fund provides a differentiated strategy for AI investing — focusing on companies engaged with AI, and computer memory and storage. To do so, the fund invests in companies engaged with memory chips relied upon for AI infrastructure and the ongoing buildout.  See more: New Memory ETF Dram Hits $1 Billion in Days Since Launch Furthermore, DRAM offers very specific exposure to a few notable companies. As of May 10, 2026, Micron, SK hynix, and Samsung held the lion’s share of weight within the fund’s portfolio, with Micron representing 27.33%, SK hynix covering 26.37%, and Samsung encompassing 20.42%.  This investment approach and portfolio allocation combo gives DRAM a couple of interesting use cases. Some may look to the fund as an alternative way to tap into AI momentum and innovation. Others could find the portfolio concentrations appealing, and use DRAM to ride out Micron momentum while still being engaged with other stocks.  See more: Kara Swisher Talks Tech Regulation & AI at Exchange Whatever the entry point for investors, DRAM’s momentum shows no signs of slowing down any time soon. The AI theme certainly won’t be waning with its growing demand, and DRAM’s approach to the sector, and compelling near-term results are attracting new investors on a regular basis. As of May 8, 2026, the fund’s NAV has risen 90.20% year to date.  For more news, information, and analysis, visit The Thematic Investing Content Hub.

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