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 | +$119M | 4 | 0.32% | Increased |
|
| 2 |
BlackRock
New York
| $15.8B | +$586M | 4 | 0.33% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.27B | -$42M | 4 | 0.34% | Reduced |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $4.45B | +$149M | 4 | 0.35% | Increased |
|
| 5 |
Morgan Stanley
New York
| $2.92B | -$105M | 4 | 0.21% | Reduced |
|
| 6 |
Norges Bank
Oslo,
Norway
| $2.63B | -$98.6M | 1 | 0.37% | Reduced |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $2.06B | +$252M | 4 | 0.17% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $2.05B | -$9.48M | 4 | 0.3% | Reduced |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.77B | -$6.81M | 2 | 0.22% | Reduced |
|
| 10 |
UBS AM
Chicago,
Illinois
| $1.66B | +$144M | 2 | 0.43% | Increased |
|
| 11 |
AllianceBernstein
Nashville,
Tennessee
| $1.57B | -$172M | 2 | 0.57% | Reduced |
|
| 12 |
Invesco
Atlanta,
Georgia
| $1.53B | +$33.2M | 2 | 0.29% | Increased |
|
| 13 |
Ameriprise
Minneapolis,
Minnesota
| $1.45B | +$84.8M | 2 | 0.39% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $1.45B | -$48.3M | 2 | 0.29% | Reduced |
|
| 15 |
Legal & General Group
London,
United Kingdom
| $1.43B | +$31.3M | 2 | 0.39% | Increased |
|
| 16 |
Franklin Resources
San Mateo,
California
| $1.41B | +$275M | 3 | 0.41% | Increased |
|
| 17 |
UBS Group
Zurich,
Switzerland
| $1.37B | +$2.54M | 4 | 0.25% | Increased |
|
| 18 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.33B | +$143M | 2 | 0.53% | Increased |
|
| 19 |
Amundi
Paris,
France
| $1.17B | -$1.02B | 1 | 0.43% | Reduced |
|
| 20 |
VanEck Associates
New York
| $1.11B | -$20.5M | 2 | 1.44% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $1.09B | +$105M | 3 | 0.18% | Increased |
|
| 22 |
Aristotle Capital Management
Los Angeles,
California
| $1.08B | -$45.7M | 1 | 2.15% | Reduced |
|
| 23 |
Charles Schwab
San Francisco,
California
| $1.05B | -$13.9M | 3 | 0.2% | Reduced |
|
| 24 |
JP Morgan Chase
New York
| $1.01B | +$187M | 3 | 0.07% | Increased |
|
| 25 |
Barclays
London,
United Kingdom
| $967M | +$194M | 4 | 0.27% | Increased |
|