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
| $6.8B | +$197M | 3 | 0.29% | Increased |
|
| 2 |
BlackRock
New York
| $5.55B | -$146M | 3 | 0.27% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $4.01B | +$219M | 2 | 0.56% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.25B | -$52.6M | 3 | 0.28% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.81B | +$335M | 2 | 0.44% | Increased |
|
| 6 |
Primecap Management
Pasadena,
California
| $1.58B | -$21.7M | 1 | 1.55% | Reduced |
|
| 7 |
Bank of New York Mellon
New York
| $1.4B | -$272M | 3 | 0.47% | Reduced |
|
| 8 |
Invesco
Atlanta,
Georgia
| $1.33B | -$75.1M | 2 | 0.56% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $1.16B | +$26M | 3 | 0.3% | Increased |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $1.03B | +$61.6M | 1 | 0.3% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $1.02B | -$21.3M | 3 | 0.29% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $849M | -$64.6M | 3 | 0.15% | Reduced |
|
| 13 |
Capital International Investors
Los Angeles,
California
| $821M | -$358M | 1 | 0.34% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $779M | -$38.5M | 2 | 0.28% | Reduced |
|
| 15 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $776M | -$385M | 1 | 1.6% | Reduced |
|
| 16 |
JP Morgan Chase
New York
| $774M | +$161M | 3 | 0.18% | Increased |
|
| 17 |
Charles Schwab
San Francisco,
California
| $710M | +$52.2M | 3 | 0.42% | Increased |
|
| 18 |
ClearBridge Investments
New York
| $688M | +$46.9M | 1 | 0.75% | Increased |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $665M | +$367M | 2 | 0.35% | Increased |
|
| 20 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $563M | -$404K | 3 | 0.27% | Reduced |
|
| 21 |
Legal & General Group
London,
United Kingdom
| $530M | +$4.25M | 3 | 0.31% | Increased |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $525M | -$43M | 3 | 0.26% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $461M | -$15.7M | 3 | 0.16% | Reduced |
|
| 24 |
Morgan Stanley
New York
| $431M | +$52.9M | 3 | 0.12% | Increased |
|
| 25 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $418M | +$120M | 1 | 0.36% | Increased |
|