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 |
Vanguard Group
Malvern,
Pennsylvania
| $5.58B | +$64.2M | 3 | 0.54% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $4.85B | +$184M | 3 | 0.6% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $3.32B | +$468M | 1 | 0.51% | Increased |
|
| 4 |
BlackRock Institutional Trust
San Francisco,
California
| $3.1B | -$107M | 3 | 0.6% | Reduced |
|
| 5 |
Bank of New York Mellon
New York
| $2.56B | +$21.9M | 3 | 0.76% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.5B | -$203M | 2 | 0.62% | Reduced |
|
| 7 |
Invesco
Atlanta,
Georgia
| $1.94B | +$11.5M | 3 | 0.84% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $1.82B | -$69.3M | 3 | 0.64% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $1.74B | +$273M | 2 | 0.51% | Increased |
|
| 10 |
Wells Fargo
San Francisco,
California
| $1.3B | +$41.5M | 2 | 0.62% | Increased |
|
| 11 |
Primecap Management
Pasadena,
California
| $1.28B | +$135M | 1 | 1.69% | Increased |
|
| 12 |
Goldman Sachs
New York
| $1.27B | +$89.2M | 2 | 0.47% | Increased |
|
| 13 |
BlackRock Fund Advisors
San Francisco,
California
| $1.2B | +$25.7M | 3 | 0.41% | Increased |
|
| 14 |
BlackRock Group
London,
United Kingdom
| $1.06B | +$86.4M | 3 | 0.71% | Increased |
|
| 15 |
Morgan Stanley
New York
| $1.04B | +$81.3M | 3 | 0.49% | Increased |
|
| 16 |
Ameriprise
Minneapolis,
Minnesota
| $993M | -$57.8M | 3 | 0.65% | Reduced |
|
| 17 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $949M | +$39.8M | 1 | 1.86% | Increased |
|
| 18 |
Lone Pine Capital
Greenwich,
Connecticut
| $897M | +$263M | 1 | 4.01% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $886M | +$5.38M | 1 | 0.52% | Increased |
|
| 20 |
Franklin Resources
San Mateo,
California
| $863M | +$185M | 1 | 0.46% | Increased |
|
| 21 |
Brown Advisory
Baltimore,
Maryland
| $856M | +$51.5M | 1 | 3.06% | Increased |
|
| 22 |
Geode Capital Management
Boston,
Massachusetts
| $845M | +$20.2M | 3 | 0.68% | Increased |
|
| 23 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $830M | +$18.8M | 3 | 0.61% | Increased |
|
| 24 |
TIAA CREF Investment Management
New York
| $771M | -$110M | 3 | 0.6% | Reduced |
|
| 25 |
Brown Brothers Harriman & Co
New York
| $765M | +$23.2M | 1 | 3.62% | Increased |
|