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
| $13.9B | +$125M | 3 | 0.35% | Increased |
|
| 2 |
BlackRock
New York
| $10.6B | -$290M | 3 | 0.3% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $6.31B | +$14.2M | 3 | 0.33% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $4.94B | -$1.15B | 3 | 0.39% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.73B | -$29.2M | 2 | 0.26% | Reduced |
|
| 6 |
AllianceBernstein
Nashville,
Tennessee
| $2.52B | +$644M | 2 | 1% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $2.47B | +$57.6M | 3 | 0.33% | Increased |
|
| 8 |
Invesco
Atlanta,
Georgia
| $2.14B | -$138M | 2 | 0.54% | Reduced |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $1.98B | -$71.2M | 3 | 0.2% | Reduced |
|
| 10 |
Bank of New York Mellon
New York
| $1.97B | -$18.6M | 2 | 0.38% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $1.83B | -$178M | 3 | 0.32% | Reduced |
|
| 12 |
Morgan Stanley
New York
| $1.74B | -$32.1M | 3 | 0.23% | Reduced |
|
| 13 |
JP Morgan Chase
New York
| $1.45B | -$230M | 3 | 0.18% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $1.37B | +$17.7M | 2 | 0.3% | Increased |
|
| 15 |
Aristotle Capital Management
Los Angeles,
California
| $1.21B | +$9.16M | 1 | 2.29% | Increased |
|
| 16 |
ClearBridge Investments
New York
| $1.2B | -$25.3M | 1 | 0.86% | Reduced |
|
| 17 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.19B | +$288M | 3 | 0.56% | Increased |
|
| 18 |
Primecap Management
Pasadena,
California
| $1.15B | -$19.7M | 2 | 0.81% | Reduced |
|
| 19 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $1.15B | -$9.47M | 1 | 1.42% | Reduced |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $1.08B | +$37.2M | 2 | 0.35% | Increased |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $993M | +$157M | 3 | 0.26% | Increased |
|
| 22 |
Amundi
Paris,
France
| $955M | -$10.2M | 2 | 0.67% | Reduced |
|
| 23 |
Nuveen
Charlotte,
North Carolina
| $829M | -$160M | 2 | 0.26% | Reduced |
|
| 24 |
UBS AM
Chicago,
Illinois
| $726M | +$15M | 2 | 0.3% | Increased |
|
| 25 |
Charles Schwab
San Francisco,
California
| $723M | -$4.69M | 2 | 0.24% | Reduced |
|