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
| $17.8B | +$121M | 3 | 0.31% | Increased |
|
| 2 |
BlackRock
New York
| $15.4B | +$259M | 3 | 0.31% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.34B | +$296M | 3 | 0.33% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $4.33B | +$110M | 3 | 0.34% | Increased |
|
| 5 |
Morgan Stanley
New York
| $3.03B | +$78.4M | 3 | 0.21% | Increased |
|
| 6 |
Norges Bank
Oslo,
Norway
| $2.72B | -$5.66M | 1 | 0.36% | Reduced |
|
| 7 |
Amundi
Paris,
France
| $2.31B | +$639M | 2 | 0.8% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $2.07B | +$248M | 3 | 0.29% | Increased |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $1.83B | -$698M | 3 | 0.15% | Reduced |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.78B | -$751M | 2 | 0.21% | Reduced |
|
| 11 |
AllianceBernstein
Nashville,
Tennessee
| $1.73B | -$527M | 2 | 0.59% | Reduced |
|
| 12 |
UBS AM
Chicago,
Illinois
| $1.55B | +$232M | 2 | 0.36% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $1.5B | -$179M | 2 | 0.28% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $1.5B | +$31.2M | 2 | 0.28% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $1.47B | -$179M | 1 | 0.27% | Reduced |
|
| 16 |
Legal & General Group
London,
United Kingdom
| $1.41B | -$8.51M | 2 | 0.37% | Reduced |
|
| 17 |
Ameriprise
Minneapolis,
Minnesota
| $1.37B | -$310M | 2 | 0.35% | Reduced |
|
| 18 |
UBS Group
Zurich,
Switzerland
| $1.37B | +$126M | 3 | 0.25% | Increased |
|
| 19 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.2B | -$7.9M | 2 | 0.47% | Reduced |
|
| 20 |
Fidelity Investments
Boston,
Massachusetts
| $1.2B | -$888M | 2 | 0.07% | Reduced |
|
| 21 |
Franklin Resources
San Mateo,
California
| $1.16B | +$116M | 2 | 0.32% | Increased |
|
| 22 |
VanEck Associates
New York
| $1.13B | -$22.4M | 2 | 1.45% | Reduced |
|
| 23 |
Aristotle Capital Management
Los Angeles,
California
| $1.12B | -$11.3M | 1 | 2.17% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $1.07B | +$27.4M | 2 | 0.2% | Increased |
|
| 25 |
Goldman Sachs
New York
| $1.01B | -$138M | 2 | 0.16% | Reduced |
|