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
| $16.5B | +$271M | 3 | 0.39% | Increased |
|
| 2 |
BlackRock
New York
| $13B | +$175M | 3 | 0.35% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $7.48B | -$149M | 3 | 0.37% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $5.26B | -$98.1M | 2 | 0.42% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.65B | +$514M | 2 | 0.37% | Increased |
|
| 6 |
AllianceBernstein
Nashville,
Tennessee
| $3.38B | +$221M | 2 | 1.31% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $2.96B | +$52.4M | 3 | 0.37% | Increased |
|
| 8 |
Morgan Stanley
New York
| $2.4B | +$407M | 3 | 0.32% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $2.36B | -$147M | 2 | 0.6% | Reduced |
|
| 10 |
Bank of New York Mellon
New York
| $2.19B | -$63.8M | 2 | 0.42% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $2.18B | -$15.3M | 2 | 0.21% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $2.07B | -$35M | 3 | 0.36% | Reduced |
|
| 13 |
Ameriprise
Minneapolis,
Minnesota
| $1.91B | +$287M | 2 | 0.57% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $1.87B | -$77M | 2 | 0.41% | Reduced |
|
| 15 |
Aristotle Capital Management
Los Angeles,
California
| $1.45B | +$7.96M | 1 | 2.64% | Increased |
|
| 16 |
Capital International Investors
Los Angeles,
California
| $1.39B | +$383M | 1 | 0.32% | Increased |
|
| 17 |
JP Morgan Chase
New York
| $1.37B | -$10.8M | 4 | 0.16% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $1.3B | +$83.8M | 2 | 0.4% | Increased |
|
| 19 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.29B | +$135M | 3 | 0.6% | Increased |
|
| 20 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $1.24B | -$70.2M | 1 | 1.66% | Reduced |
|
| 21 |
Amundi
Paris,
France
| $1.12B | +$64.6M | 1 | 0.76% | Increased |
|
| 22 |
Primecap Management
Pasadena,
California
| $1.06B | -$61.2M | 2 | 0.8% | Reduced |
|
| 23 |
UBS AM
Chicago,
Illinois
| $934M | +$161M | 2 | 0.4% | Increased |
|
| 24 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $909M | -$258M | 3 | 0.23% | Reduced |
|
| 25 |
Charles Schwab
San Francisco,
California
| $878M | +$32.1M | 3 | 0.26% | Increased |
|