AI Inference Silicon
Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.
7 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| $18B | -$2B | 4 | 0.27% | Reduced |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $12.9B | -$87.7M | 4 | 0.28% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $9.98B | +$168M | 4 | 0.29% | Increased |
|
| 4 |
Invesco
Atlanta,
Georgia
| $6.68B | +$160M | 4 | 0.53% | Increased |
|
| 5 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $6.57B | -$64.6M | 4 | 0.3% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $5.57B | -$7.6M | 4 | 0.3% | Reduced |
|
| 7 |
Charles Schwab
San Francisco,
California
| $4.16B | -$1.6B | 4 | 0.55% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $3.21B | -$548M | 4 | 0.17% | Reduced |
|
| 9 |
VanEck Associates
New York
| $3.18B | +$596M | 2 | 1.94% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $3B | +$3.03B | 1 | 0.3% | New |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.56B | +$1.07B | 4 | 0.26% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $2.13B | -$88.1M | 4 | 0.25% | Reduced |
|
| 13 |
Goldman Sachs
New York
| $2.11B | +$151M | 4 | 0.18% | Increased |
|
| 14 |
Amundi
Paris,
France
| $1.89B | +$925M | 2 | 0.45% | Increased |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $1.87B | -$107M | 4 | 0.12% | Reduced |
|
| 16 |
UBS AM
Chicago,
Illinois
| $1.86B | -$385M | 2 | 0.34% | Reduced |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $1.84B | -$11.6M | 4 | 0.38% | Reduced |
|
| 18 |
JP Morgan Chase
New York
| $1.57B | +$209M | 4 | 0.09% | Increased |
|
| 19 |
Bank of New York Mellon
New York
| $1.54B | +$201M | 4 | 0.25% | Increased |
|
| 20 |
Ameriprise
Minneapolis,
Minnesota
| $1.37B | +$252M | 2 | 0.28% | Increased |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $1.29B | -$21.4M | 3 | 0.23% | Reduced |
|
| 22 |
UBS Group
Zurich,
Switzerland
| $1.23B | -$742M | 4 | 0.16% | Reduced |
|
| 23 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.19B | +$29.7M | 4 | 0.35% | Increased |
|
| 24 |
Aspex Management (HK)
Central,
Hong Kong
| $1.18B | +$1.19B | 1 | 13.22% | New |
|
| 25 |
Barclays
London,
United Kingdom
| $1.14B | -$249M | 4 | 0.22% | Reduced |
|