Silicio para inferencia de IA
Los chips de inferencia ejecutan modelos ya entrenados en producción, en lugar de entrenarlos, y priorizan la capacidad de procesamiento por vatio sobre el rendimiento máximo bruto. Es un problema de diseño distinto al del entrenamiento y ha atraído a diseñadores de aceleradores personalizados, además de los proveedores de chips establecidos.
7 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| USD 18 mil M | -USD 2003 M | 4 | 0.27% | Reducidas |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 12.9 mil M | -USD 87.7 M | 4 | 0.28% | Reducidas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 9975 M | +USD 168 M | 4 | 0.29% | Aumentadas |
|
| 4 |
Invesco
Atlanta,
Georgia
| USD 6678 M | +USD 160 M | 4 | 0.53% | Aumentadas |
|
| 5 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 6574 M | -USD 64.6 M | 4 | 0.3% | Reducidas |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| USD 5575 M | -USD 7.6 M | 4 | 0.3% | Reducidas |
|
| 7 |
Charles Schwab
San Francisco,
California
| USD 4157 M | -USD 1598 M | 4 | 0.55% | Reducidas |
|
| 8 |
Morgan Stanley
New York
| USD 3214 M | -USD 548 M | 4 | 0.17% | Reducidas |
|
| 9 |
VanEck Associates
New York
| USD 3183 M | +USD 596 M | 2 | 1.94% | Aumentadas |
|
| 10 |
Norges Bank
Oslo,
Norway
| USD 2995 M | +USD 3031 M | 1 | 0.3% | Nuevas |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 2565 M | +USD 1065 M | 4 | 0.26% | Aumentadas |
|
| 12 |
Northern Trust
Chicago,
Illinois
| USD 2126 M | -USD 88.1 M | 4 | 0.25% | Reducidas |
|
| 13 |
Goldman Sachs
New York
| USD 2111 M | +USD 151 M | 4 | 0.18% | Aumentadas |
|
| 14 |
Amundi
Paris,
France
| USD 1886 M | +USD 925 M | 2 | 0.45% | Aumentadas |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| USD 1871 M | -USD 107 M | 4 | 0.12% | Reducidas |
|
| 16 |
UBS AM
Chicago,
Illinois
| USD 1863 M | -USD 385 M | 2 | 0.34% | Reducidas |
|
| 17 |
Legal & General Group
London,
United Kingdom
| USD 1836 M | -USD 11.6 M | 4 | 0.38% | Reducidas |
|
| 18 |
JP Morgan Chase
New York
| USD 1569 M | +USD 209 M | 4 | 0.09% | Aumentadas |
|
| 19 |
Bank of New York Mellon
New York
| USD 1535 M | +USD 201 M | 4 | 0.25% | Aumentadas |
|
| 20 |
Ameriprise
Minneapolis,
Minnesota
| USD 1372 M | +USD 252 M | 2 | 0.28% | Aumentadas |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| USD 1294 M | -USD 21.4 M | 3 | 0.23% | Reducidas |
|
| 22 |
UBS Group
Zurich,
Switzerland
| USD 1231 M | -USD 742 M | 4 | 0.16% | Reducidas |
|
| 23 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 1192 M | +USD 29.7 M | 4 | 0.35% | Aumentadas |
|
| 24 |
Aspex Management (HK)
Central,
Hong Kong
| USD 1175 M | +USD 1189 M | 1 | 13.22% | Nuevas |
|
| 25 |
Barclays
London,
United Kingdom
| USD 1138 M | -USD 249 M | 4 | 0.22% | Reducidas |
|