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
| $19.5B | +$169M | 3 | 0.35% | Increased |
|
| 2 |
BlackRock
New York
| $16.6B | +$146M | 3 | 0.35% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.89B | +$156M | 3 | 0.36% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $4.65B | +$352M | 3 | 0.38% | Increased |
|
| 5 |
Morgan Stanley
New York
| $3.26B | -$8.73M | 3 | 0.24% | Reduced |
|
| 6 |
Norges Bank
Oslo,
Norway
| $3.02B | -$88.7M | 1 | 0.42% | Reduced |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.75B | +$127M | 2 | 0.32% | Increased |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $2.74B | +$286M | 3 | 0.22% | Increased |
|
| 9 |
AllianceBernstein
Nashville,
Tennessee
| $2.46B | -$149M | 2 | 0.83% | Reduced |
|
| 10 |
Fidelity Investments
Boston,
Massachusetts
| $2.25B | -$436M | 2 | 0.14% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $2.02B | -$40.8M | 3 | 0.33% | Reduced |
|
| 12 |
Invesco
Atlanta,
Georgia
| $1.85B | +$228M | 2 | 0.36% | Increased |
|
| 13 |
Ameriprise
Minneapolis,
Minnesota
| $1.84B | +$179M | 2 | 0.47% | Increased |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $1.81B | -$132M | 1 | 0.32% | Reduced |
|
| 15 |
Amundi
Paris,
France
| $1.78B | +$73.9M | 2 | 0.66% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $1.62B | -$113M | 2 | 0.3% | Reduced |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $1.56B | +$153M | 2 | 0.41% | Increased |
|
| 18 |
UBS AM
Chicago,
Illinois
| $1.46B | +$90.3M | 2 | 0.37% | Increased |
|
| 19 |
UBS Group
Zurich,
Switzerland
| $1.38B | +$144M | 4 | 0.3% | Increased |
|
| 20 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.34B | +$8.01M | 2 | 0.54% | Increased |
|
| 21 |
Aristotle Capital Management
Los Angeles,
California
| $1.26B | +$12.3M | 1 | 2.29% | Increased |
|
| 22 |
VanEck Associates
New York
| $1.25B | +$308M | 2 | 1.56% | Increased |
|
| 23 |
Goldman Sachs
New York
| $1.24B | +$170M | 2 | 0.2% | Increased |
|
| 24 |
Franklin Resources
San Mateo,
California
| $1.22B | +$19.6M | 2 | 0.34% | Increased |
|
| 25 |
Charles Schwab
San Francisco,
California
| $1.15B | +$9.54M | 2 | 0.22% | Increased |
|