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
| $12.5B | +$222M | 3 | 0.37% | Increased |
|
| 2 |
BlackRock
New York
| $9.55B | +$48.5M | 3 | 0.32% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $5.45B | +$79.7M | 4 | 0.34% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $3.6B | -$124M | 2 | 0.38% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $2.31B | +$78.3M | 3 | 0.35% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.13B | +$105M | 2 | 0.35% | Increased |
|
| 7 |
AllianceBernstein
Nashville,
Tennessee
| $2.03B | -$582M | 2 | 0.98% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $2.02B | -$144M | 3 | 0.28% | Reduced |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $1.6B | -$88.3M | 2 | 0.19% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.49B | -$37.1M | 3 | 0.34% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $1.46B | +$30.1M | 2 | 0.35% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $1.46B | +$51.3M | 2 | 0.39% | Increased |
|
| 13 |
Wellington Management Group
Boston,
Massachusetts
| $1.42B | +$600M | 2 | 0.3% | Increased |
|
| 14 |
Ameriprise
Minneapolis,
Minnesota
| $1.26B | +$103M | 2 | 0.47% | Increased |
|
| 15 |
Invesco
Atlanta,
Georgia
| $1.18B | -$284M | 2 | 0.38% | Reduced |
|
| 16 |
Capital International Investors
Los Angeles,
California
| $1.13B | -$371M | 1 | 0.33% | Reduced |
|
| 17 |
Aristotle Capital Management
Los Angeles,
California
| $1.06B | +$4.01M | 1 | 2.34% | Increased |
|
| 18 |
Amundi
Paris,
France
| $1.05B | +$180M | 2 | 0.62% | Increased |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $959M | -$53.9M | 2 | 0.37% | Reduced |
|
| 20 |
JP Morgan Chase
New York
| $888M | +$18M | 4 | 0.13% | Increased |
|
| 21 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $804M | -$46.1M | 1 | 1.63% | Reduced |
|
| 22 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $780M | -$137M | 2 | 0.47% | Reduced |
|
| 23 |
Primecap Management
Pasadena,
California
| $763M | -$5.79M | 2 | 0.74% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $656M | +$20.6M | 2 | 0.23% | Increased |
|
| 25 |
UBS AM
Chicago,
Illinois
| $617M | -$102M | 2 | 0.35% | Reduced |
|