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
| $14.3B | -$15.8M | 3 | 0.36% | Reduced |
|
| 2 |
BlackRock
New York
| $11B | -$64.5M | 3 | 0.32% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $6.3B | +$161M | 4 | 0.36% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $3.09B | -$318M | 2 | 0.28% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $2.73B | +$57.3M | 3 | 0.36% | Increased |
|
| 6 |
Morgan Stanley
New York
| $2.61B | -$172M | 2 | 0.28% | Reduced |
|
| 7 |
Norges Bank
Oslo,
Norway
| $2.24B | +$498M | 2 | 0.49% | Increased |
|
| 8 |
AllianceBernstein
Nashville,
Tennessee
| $2.17B | -$140M | 2 | 0.93% | Reduced |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.09B | +$61.5M | 2 | 0.31% | Increased |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| $2B | -$76.4M | 1 | 0.4% | Reduced |
|
| 11 |
Ameriprise
Minneapolis,
Minnesota
| $1.9B | +$230M | 2 | 0.62% | Increased |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $1.82B | +$94.2M | 3 | 0.19% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $1.66B | -$23.3M | 3 | 0.33% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $1.49B | -$113M | 2 | 0.33% | Reduced |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $1.29B | +$224M | 1 | 0.33% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $1.29B | +$66.2M | 2 | 0.36% | Increased |
|
| 17 |
Amundi
Paris,
France
| $1.27B | +$357M | 2 | 0.69% | Increased |
|
| 18 |
Aristotle Capital Management
Los Angeles,
California
| $1.11B | -$30.8M | 1 | 2.32% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $1.04B | +$3.33M | 2 | 0.37% | Increased |
|
| 20 |
JP Morgan Chase
New York
| $967M | +$3.52M | 4 | 0.12% | Increased |
|
| 21 |
UBS AM
Chicago,
Illinois
| $923M | +$199M | 2 | 0.45% | Increased |
|
| 22 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $844M | -$21.9M | 1 | 1.46% | Reduced |
|
| 23 |
Primecap Management
Pasadena,
California
| $829M | -$14.3M | 2 | 0.72% | Reduced |
|
| 24 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $829M | -$90.5M | 2 | 0.46% | Reduced |
|
| 25 |
Charles Schwab
San Francisco,
California
| $774M | +$7.04M | 2 | 0.24% | Increased |
|