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
| $19.7B | +$66.7M | 3 | 0.45% | Increased |
|
| 2 |
BlackRock
New York
| $15.6B | +$565M | 3 | 0.4% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $9.19B | +$236M | 3 | 0.44% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $6.41B | -$523M | 2 | 0.47% | Reduced |
|
| 5 |
AllianceBernstein
Nashville,
Tennessee
| $3.87B | +$277M | 2 | 1.37% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.81B | -$51.2M | 2 | 0.34% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $3.54B | +$43.3M | 3 | 0.43% | Increased |
|
| 8 |
Invesco
Atlanta,
Georgia
| $3.08B | +$53M | 2 | 0.74% | Increased |
|
| 9 |
Bank of New York Mellon
New York
| $2.71B | -$67.5M | 2 | 0.49% | Reduced |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $2.63B | -$153M | 3 | 0.26% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $2.55B | -$34.7M | 3 | 0.42% | Reduced |
|
| 12 |
Morgan Stanley
New York
| $2.46B | +$3.09M | 3 | 0.3% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $2.35B | +$366M | 2 | 0.48% | Increased |
|
| 14 |
Ameriprise
Minneapolis,
Minnesota
| $1.98B | +$865M | 2 | 0.55% | Increased |
|
| 15 |
Aristotle Capital Management
Los Angeles,
California
| $1.72B | +$3.89M | 1 | 2.92% | Increased |
|
| 16 |
JP Morgan Chase
New York
| $1.69B | -$318M | 3 | 0.19% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $1.61B | +$381M | 2 | 0.48% | Increased |
|
| 18 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $1.57B | -$58.6M | 2 | 1.89% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $1.47B | -$52.6M | 2 | 0.45% | Reduced |
|
| 20 |
Amundi
Paris,
France
| $1.41B | +$39.5M | 2 | 0.89% | Increased |
|
| 21 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.4B | -$249M | 3 | 0.63% | Reduced |
|
| 22 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.37B | -$31M | 3 | 0.31% | Reduced |
|
| 23 |
Primecap Management
Pasadena,
California
| $1.35B | -$246M | 2 | 0.93% | Reduced |
|
| 24 |
Capital International Investors
Los Angeles,
California
| $1.25B | +$424M | 1 | 0.26% | Increased |
|
| 25 |
Charles Schwab
San Francisco,
California
| $1.04B | +$14.8M | 2 | 0.31% | Increased |
|