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
| $13.5B | +$62.9M | 3 | 0.32% | Increased |
|
| 2 |
BlackRock
New York
| $10.4B | +$137M | 3 | 0.29% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $5.96B | +$64.8M | 3 | 0.31% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $2.63B | +$65.3M | 3 | 0.31% | Increased |
|
| 5 |
Morgan Stanley
New York
| $2.45B | +$10.4M | 3 | 0.24% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.24B | +$283M | 2 | 0.31% | Increased |
|
| 7 |
AllianceBernstein
Nashville,
Tennessee
| $2.16B | +$131M | 2 | 0.88% | Increased |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $1.86B | -$993M | 2 | 0.16% | Reduced |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| $1.83B | -$35.3M | 2 | 0.35% | Reduced |
|
| 10 |
Ameriprise
Minneapolis,
Minnesota
| $1.75B | -$22M | 2 | 0.55% | Reduced |
|
| 11 |
Norges Bank
Oslo,
Norway
| $1.7B | -$384M | 2 | 0.33% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $1.47B | -$226M | 2 | 0.15% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $1.44B | -$105M | 3 | 0.28% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $1.32B | -$71.5M | 2 | 0.28% | Reduced |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $1.06B | -$133M | 1 | 0.26% | Reduced |
|
| 16 |
Aristotle Capital Management
Los Angeles,
California
| $1.01B | -$20.6M | 1 | 2.06% | Reduced |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $1.01B | +$34.4M | 2 | 0.33% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $982M | -$214M | 2 | 0.26% | Reduced |
|
| 19 |
Amundi
Paris,
France
| $958M | -$270M | 2 | 0.48% | Reduced |
|
| 20 |
UBS AM
Chicago,
Illinois
| $923M | $0 | 2 | 0.45% | Maintained |
|
| 21 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $867M | +$90.3M | 2 | 0.46% | Increased |
|
| 22 |
Fidelity International
Hamilton,
Bermuda
| $846M | +$239M | 1 | 0.95% | Increased |
|
| 23 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $765M | -$21.3M | 1 | 1.23% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $730M | +$3.67M | 2 | 0.21% | Increased |
|
| 25 |
Putnam Investments
Boston,
Massachusetts
| $729M | +$50M | 2 | 1.07% | Increased |
|