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 | +$181M | 3 | 0.39% | Increased |
|
| 2 |
BlackRock
New York
| $10.8B | +$19.9M | 3 | 0.35% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $6.09B | -$144M | 4 | 0.37% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $4.18B | -$220M | 2 | 0.42% | Reduced |
|
| 5 |
AllianceBernstein
Nashville,
Tennessee
| $2.84B | +$20.6M | 2 | 1.3% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $2.54B | +$76.9M | 3 | 0.37% | Increased |
|
| 7 |
Morgan Stanley
New York
| $2.42B | +$444M | 3 | 0.31% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.31B | -$789M | 2 | 0.29% | Reduced |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $1.9B | +$85.5M | 2 | 0.22% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.72B | -$9.27M | 3 | 0.37% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $1.63B | -$208M | 2 | 0.37% | Reduced |
|
| 12 |
Capital International Investors
Los Angeles,
California
| $1.62B | +$483M | 1 | 0.44% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $1.6B | +$52.4M | 2 | 0.41% | Increased |
|
| 14 |
Invesco
Atlanta,
Georgia
| $1.6B | -$370M | 2 | 0.48% | Reduced |
|
| 15 |
Ameriprise
Minneapolis,
Minnesota
| $1.33B | -$289M | 2 | 0.46% | Reduced |
|
| 16 |
Aristotle Capital Management
Los Angeles,
California
| $1.19B | -$27.9M | 1 | 2.5% | Reduced |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $1.13B | +$57.6M | 2 | 0.4% | Increased |
|
| 18 |
Wellington Management Group
Boston,
Massachusetts
| $1.05B | +$834M | 2 | 0.21% | Increased |
|
| 19 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.01B | -$65.8M | 2 | 0.56% | Reduced |
|
| 20 |
Amundi
Paris,
France
| $1.01B | -$120M | 1 | 0.81% | Reduced |
|
| 21 |
JP Morgan Chase
New York
| $987M | -$162M | 4 | 0.14% | Reduced |
|
| 22 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $952M | -$93.3M | 1 | 1.77% | Reduced |
|
| 23 |
Primecap Management
Pasadena,
California
| $868M | -$18.5M | 2 | 0.78% | Reduced |
|
| 24 |
UBS AM
Chicago,
Illinois
| $793M | +$15.4M | 2 | 0.42% | Increased |
|
| 25 |
Charles Schwab
San Francisco,
California
| $723M | -$4.3M | 3 | 0.25% | Reduced |
|