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
| $7.48B | +$105M | 3 | 0.58% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $5.29B | +$133M | 3 | 0.57% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $4.69B | +$437M | 2 | 0.64% | Increased |
|
| 4 |
BlackRock Institutional Trust
San Francisco,
California
| $3.49B | +$4.01M | 2 | 0.58% | Increased |
|
| 5 |
Bank of New York Mellon
New York
| $2.53B | +$23.6M | 3 | 0.69% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $2.07B | -$154M | 2 | 0.49% | Reduced |
|
| 7 |
Northern Trust
Chicago,
Illinois
| $1.92B | -$28.9M | 3 | 0.6% | Reduced |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.62B | +$423M | 1 | 0.35% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $1.62B | -$149M | 3 | 0.65% | Reduced |
|
| 10 |
BlackRock Fund Advisors
San Francisco,
California
| $1.57B | +$65M | 3 | 0.44% | Increased |
|
| 11 |
Wells Fargo
San Francisco,
California
| $1.53B | +$155M | 2 | 0.64% | Increased |
|
| 12 |
Primecap Management
Pasadena,
California
| $1.37B | -$34M | 1 | 1.47% | Reduced |
|
| 13 |
Wellington Management Group
Boston,
Massachusetts
| $1.3B | -$891M | 2 | 0.36% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $1.14B | +$355M | 2 | 0.37% | Increased |
|
| 15 |
BlackRock Group
London,
United Kingdom
| $1.1B | +$35.2M | 2 | 0.64% | Increased |
|
| 16 |
Goldman Sachs
New York
| $1.06B | -$93.4M | 3 | 0.34% | Reduced |
|
| 17 |
Franklin Resources
San Mateo,
California
| $980M | +$45.2M | 1 | 0.45% | Increased |
|
| 18 |
JSP
Jackson Square Partners
Larkspur,
California
| $979M | -$65.7M | 1 | 4.13% | Reduced |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $948M | -$7.6M | 3 | 0.61% | Reduced |
|
| 20 |
Norges Bank
Oslo,
Norway
| $936M | -$918M | 1 | 0.51% | Reduced |
|
| 21 |
Brown Advisory
Baltimore,
Maryland
| $913M | -$45.2M | 1 | 2.93% | Reduced |
|
| 22 |
Morgan Stanley
New York
| $911M | -$75.4M | 3 | 0.35% | Reduced |
|
| 23 |
Brown Brothers Harriman & Co
New York
| $873M | +$8.28M | 1 | 3.52% | Increased |
|
| 24 |
Janus Henderson Investors US
Denver,
Colorado
| $860M | +$152M | 1 | 0.79% | Increased |
|
| 25 |
UBS
Zurich,
Switzerland
| $811M | +$92.9M | 3 | 0.6% | Increased |
|