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
| $22.6B | +$178M | 3 | 0.43% | Increased |
|
| 2 |
BlackRock
New York
| $19.3B | +$406M | 3 | 0.44% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $10.2B | +$67.3M | 3 | 0.45% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $5.04B | +$287M | 3 | 0.44% | Increased |
|
| 5 |
Morgan Stanley
New York
| $3.81B | -$642M | 3 | 0.3% | Reduced |
|
| 6 |
Norges Bank
Oslo,
Norway
| $3.64B | -$376K | 1 | 0.54% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $3.12B | +$1.12B | 2 | 0.2% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.08B | -$1.74B | 2 | 0.37% | Reduced |
|
| 9 |
AllianceBernstein
Nashville,
Tennessee
| $3.05B | -$300M | 2 | 1.07% | Reduced |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $2.88B | -$8.63M | 3 | 0.25% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $2.41B | +$48.2M | 3 | 0.41% | Increased |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| $2.27B | -$64.2M | 1 | 0.41% | Reduced |
|
| 13 |
Amundi
Paris,
France
| $2.09B | +$26.9M | 2 | 0.8% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $2.02B | -$58.3M | 2 | 0.38% | Reduced |
|
| 15 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $1.99B | +$582M | 1 | 15.16% | Increased |
|
| 16 |
Ameriprise
Minneapolis,
Minnesota
| $1.95B | -$540M | 2 | 0.53% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $1.9B | +$16.5M | 2 | 0.4% | Increased |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $1.64B | -$34.7M | 2 | 0.46% | Reduced |
|
| 19 |
GQG Partners
Ft. Lauderdale,
Florida
| $1.63B | +$1.54B | 1 | 2.46% | New |
|
| 20 |
UBS AM
Chicago,
Illinois
| $1.6B | +$367M | 2 | 0.46% | Increased |
|
| 21 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.56B | -$169M | 2 | 0.7% | Reduced |
|
| 22 |
Aristotle Capital Management
Los Angeles,
California
| $1.46B | -$50.1M | 1 | 2.82% | Reduced |
|
| 23 |
UBS Group
Zurich,
Switzerland
| $1.45B | +$92.8M | 3 | 0.36% | Increased |
|
| 24 |
Franklin Resources
San Mateo,
California
| $1.34B | -$276M | 2 | 0.41% | Reduced |
|
| 25 |
Charles Schwab
San Francisco,
California
| $1.33B | +$24.3M | 2 | 0.25% | Increased |
|