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
| $12.4B | +$175M | 3 | 0.34% | Increased |
|
| 2 |
BlackRock
New York
| $9.56B | +$174M | 3 | 0.3% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $5.31B | -$34.9M | 4 | 0.31% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $2.94B | -$595M | 2 | 0.29% | Reduced |
|
| 5 |
Morgan Stanley
New York
| $2.4B | +$453M | 2 | 0.27% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $2.32B | +$57.3M | 3 | 0.33% | Increased |
|
| 7 |
AllianceBernstein
Nashville,
Tennessee
| $1.99B | +$15.2M | 2 | 0.9% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $1.79B | +$429M | 1 | 0.36% | Increased |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.75B | -$349M | 2 | 0.28% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $1.5B | +$69M | 2 | 0.36% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $1.49B | -$78.7M | 3 | 0.17% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $1.46B | +$661K | 3 | 0.31% | Increased |
|
| 13 |
Ameriprise
Minneapolis,
Minnesota
| $1.43B | +$216M | 2 | 0.49% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $1.39B | -$45.6M | 2 | 0.32% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $1.05B | -$108M | 2 | 0.31% | Reduced |
|
| 16 |
Aristotle Capital Management
Los Angeles,
California
| $983M | -$42.8M | 1 | 2.09% | Reduced |
|
| 17 |
Capital International Investors
Los Angeles,
California
| $913M | -$197M | 1 | 0.25% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $895M | -$47.9M | 2 | 0.34% | Reduced |
|
| 19 |
Amundi
Paris,
France
| $879M | -$119M | 2 | 0.48% | Reduced |
|
| 20 |
JP Morgan Chase
New York
| $832M | -$37.2M | 4 | 0.11% | Reduced |
|
| 21 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $796M | +$34M | 2 | 0.46% | Increased |
|
| 22 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $747M | -$38.5M | 1 | 1.49% | Reduced |
|
| 23 |
Primecap Management
Pasadena,
California
| $729M | -$17.6M | 2 | 0.67% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $666M | +$19.9M | 2 | 0.21% | Increased |
|
| 25 |
UBS AM
Chicago,
Illinois
| $621M | +$18.1M | 2 | 0.33% | Increased |
|