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
| $7.72B | +$170M | 3 | 0.29% | Increased |
|
| 2 |
BlackRock
New York
| $7.07B | -$256M | 3 | 0.3% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $4.52B | +$1.87B | 2 | 0.53% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.81B | -$44.8M | 3 | 0.28% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.67B | +$856M | 1 | 0.38% | Increased |
|
| 6 |
Invesco
Atlanta,
Georgia
| $2.46B | +$709M | 2 | 0.63% | Increased |
|
| 7 |
Bank of New York Mellon
New York
| $1.94B | +$150M | 3 | 0.53% | Increased |
|
| 8 |
Primecap Management
Pasadena,
California
| $1.88B | +$6.1M | 1 | 1.39% | Increased |
|
| 9 |
Capital International Investors
Los Angeles,
California
| $1.76B | -$441M | 1 | 0.7% | Reduced |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $1.65B | +$354M | 3 | 0.25% | Increased |
|
| 11 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $1.42B | -$96.1M | 1 | 2.58% | Reduced |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $1.36B | -$9.29M | 1 | 0.32% | Reduced |
|
| 13 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $1.29B | +$4.75M | 1 | 2.41% | Increased |
|
| 14 |
Geode Capital Management
Boston,
Massachusetts
| $1.26B | +$2.49M | 3 | 0.31% | Increased |
|
| 15 |
Morgan Stanley
New York
| $1.24B | +$662M | 3 | 0.33% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $1.22B | +$22.5M | 3 | 0.29% | Increased |
|
| 17 |
Jennison Associates
New York
| $1.16B | +$1.02B | 1 | 1.15% | Increased |
|
| 18 |
Capital Research Global Investors
Los Angeles,
California
| $1.1B | -$1.16B | 1 | 0.35% | Reduced |
|
| 19 |
Norges Bank
Oslo,
Norway
| $924M | -$17M | 2 | 0.29% | Reduced |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $885M | +$796M | 3 | 0.35% | Increased |
|
| 21 |
JP Morgan Chase
New York
| $768M | +$392M | 3 | 0.15% | Increased |
|
| 22 |
Charles Schwab
San Francisco,
California
| $745M | +$24.5M | 3 | 0.45% | Increased |
|
| 23 |
ClearBridge Investments
New York
| $717M | -$10.3M | 1 | 0.62% | Reduced |
|
| 24 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $642M | +$23M | 3 | 0.26% | Increased |
|
| 25 |
Citigroup
New York
| $612M | +$478M | 3 | 0.49% | Increased |
|