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
| $19B | +$47.1M | 3 | 0.38% | Increased |
|
| 2 |
BlackRock
New York
| $16B | +$184M | 3 | 0.37% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.63B | +$336M | 3 | 0.39% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.18B | -$101M | 2 | 0.51% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $4.04B | +$147M | 3 | 0.37% | Increased |
|
| 6 |
Morgan Stanley
New York
| $3.82B | +$133M | 3 | 0.31% | Increased |
|
| 7 |
Norges Bank
Oslo,
Norway
| $3.09B | +$118M | 1 | 0.49% | Increased |
|
| 8 |
AllianceBernstein
Nashville,
Tennessee
| $2.86B | -$124M | 2 | 1.01% | Reduced |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $2.46B | +$416M | 3 | 0.22% | Increased |
|
| 10 |
Ameriprise
Minneapolis,
Minnesota
| $2.14B | -$326M | 2 | 0.59% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $2.01B | -$33.8M | 3 | 0.35% | Reduced |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| $1.99B | -$337M | 1 | 0.35% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $1.77B | -$66M | 2 | 0.34% | Reduced |
|
| 14 |
Fidelity Investments
Boston,
Massachusetts
| $1.65B | -$42.7M | 2 | 0.11% | Reduced |
|
| 15 |
Amundi
Paris,
France
| $1.64B | +$267M | 2 | 0.71% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $1.6B | -$44.6M | 2 | 0.34% | Reduced |
|
| 17 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.47B | +$267M | 2 | 0.68% | Increased |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $1.43B | +$4.91M | 2 | 0.41% | Increased |
|
| 19 |
Franklin Resources
San Mateo,
California
| $1.39B | +$996M | 2 | 0.44% | Increased |
|
| 20 |
Aristotle Capital Management
Los Angeles,
California
| $1.28B | -$46.8M | 1 | 2.38% | Reduced |
|
| 21 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $1.17B | +$1.07B | 1 | 10.88% | New |
|
| 22 |
Fidelity International
Hamilton,
Bermuda
| $1.16B | -$105M | 1 | 1.15% | Reduced |
|
| 23 |
UBS Group
Zurich,
Switzerland
| $1.15B | +$381M | 3 | 0.29% | Increased |
|
| 24 |
Charles Schwab
San Francisco,
California
| $1.11B | +$23M | 2 | 0.26% | Increased |
|
| 25 |
Barclays
London,
United Kingdom
| $1.08B | -$563M | 2 | 0.38% | Reduced |
|