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
| $16.3B | +$36.3M | 3 | 0.36% | Increased |
|
| 2 |
BlackRock
New York
| $13.6B | +$846M | 3 | 0.35% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $7.09B | +$243M | 3 | 0.34% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.67B | +$236M | 2 | 0.49% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $3.33B | +$72.6M | 3 | 0.35% | Increased |
|
| 6 |
Morgan Stanley
New York
| $3.17B | +$123M | 3 | 0.28% | Increased |
|
| 7 |
AllianceBernstein
Nashville,
Tennessee
| $2.56B | -$138M | 2 | 0.99% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $2.53B | +$423M | 2 | 0.44% | Increased |
|
| 9 |
Ameriprise
Minneapolis,
Minnesota
| $2.14B | +$59.7M | 2 | 0.64% | Increased |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| $2.01B | -$142M | 1 | 0.38% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $1.76B | -$38.6M | 3 | 0.32% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $1.72B | +$79.1M | 3 | 0.17% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $1.58B | -$25.2M | 2 | 0.32% | Reduced |
|
| 14 |
Fidelity Investments
Boston,
Massachusetts
| $1.45B | -$95M | 3 | 0.11% | Reduced |
|
| 15 |
Barclays
London,
United Kingdom
| $1.45B | +$587M | 2 | 0.53% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $1.41B | +$62M | 2 | 0.34% | Increased |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $1.23B | +$49.8M | 2 | 0.38% | Increased |
|
| 18 |
Amundi
Paris,
France
| $1.18B | -$196M | 2 | 0.53% | Reduced |
|
| 19 |
Aristotle Capital Management
Los Angeles,
California
| $1.14B | -$60.2M | 1 | 2.23% | Reduced |
|
| 20 |
Fidelity International
Hamilton,
Bermuda
| $1.09B | -$7.47M | 1 | 1.14% | Reduced |
|
| 21 |
UBS AM
Chicago,
Illinois
| $1.07B | +$121M | 2 | 0.42% | Increased |
|
| 22 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.01B | +$75.1M | 2 | 0.52% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $932M | +$32.4M | 2 | 0.24% | Increased |
|
| 24 |
Putnam Investments
Boston,
Massachusetts
| $917M | +$32.7M | 2 | 1.21% | Increased |
|
| 25 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $890M | -$6.22M | 1 | 1.36% | Reduced |
|