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
| $6.84B | +$51M | 3 | 0.46% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $4.51B | +$413M | 3 | 0.58% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $4.07B | -$359M | 2 | 0.44% | Reduced |
|
| 4 |
BlackRock Institutional Trust
San Francisco,
California
| $2.79B | -$216M | 3 | 0.45% | Reduced |
|
| 5 |
Bank of New York Mellon
New York
| $1.85B | -$98M | 3 | 0.51% | Reduced |
|
| 6 |
JP
Jana Partners
New York
| $1.8B | +$19.2M | 1 | 10.73% | Increased |
|
| 7 |
Northern Trust
Chicago,
Illinois
| $1.54B | -$23.1M | 3 | 0.46% | Reduced |
|
| 8 |
BlackRock Fund Advisors
San Francisco,
California
| $1.38B | -$94.1M | 3 | 0.33% | Reduced |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.36B | +$31.9M | 1 | 0.28% | Increased |
|
| 10 |
Morgan Stanley
New York
| $1.32B | +$809M | 3 | 0.46% | Increased |
|
| 11 |
JSP
Jackson Square Partners
Larkspur,
California
| $1.3B | +$87M | 1 | 4.97% | Increased |
|
| 12 |
Goldman Sachs
New York
| $1.24B | +$585M | 3 | 0.38% | Increased |
|
| 13 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $1.19B | +$37.7M | 1 | 1.62% | Increased |
|
| 14 |
Wells Fargo
San Francisco,
California
| $1.17B | -$38.7M | 2 | 0.45% | Reduced |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $1.09B | -$80.6M | 3 | 0.36% | Reduced |
|
| 16 |
Invesco
Atlanta,
Georgia
| $1.07B | -$28.9M | 2 | 0.42% | Reduced |
|
| 17 |
Primecap Management
Pasadena,
California
| $1.06B | +$106M | 1 | 1.05% | Increased |
|
| 18 |
BlackRock Group
London,
United Kingdom
| $1.02B | -$21.3M | 2 | 0.55% | Reduced |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $866M | +$14.9M | 3 | 0.49% | Increased |
|
| 20 |
Wellington Management Group
Boston,
Massachusetts
| $857M | +$155M | 2 | 0.22% | Increased |
|
| 21 |
Norges Bank
Oslo,
Norway
| $854M | $0 | 1 | 0.43% | Maintained |
|
| 22 |
BlackRock Advisors
Wilmington,
Delaware
| $749M | +$162M | 3 | 0.78% | Increased |
|
| 23 |
Brown Brothers Harriman & Co
New York
| $738M | +$34.3M | 1 | 3.45% | Increased |
|
| 24 |
JP Morgan Chase
New York
| $689M | -$379M | 2 | 0.16% | Reduced |
|
| 25 |
UBS Group
Zurich,
Switzerland
| $673M | -$139M | 3 | 0.45% | Reduced |
|