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
| $18.6B | +$59.6M | 4 | 0.3% | Increased |
|
| 2 |
BlackRock
New York
| $16.3B | -$138M | 4 | 0.31% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.67B | +$70.3M | 4 | 0.32% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $4.15B | -$433M | 4 | 0.29% | Reduced |
|
| 5 |
Morgan Stanley
New York
| $3.16B | +$113M | 4 | 0.21% | Increased |
|
| 6 |
Norges Bank
Oslo,
Norway
| $2.71B | -$11M | 1 | 0.34% | Reduced |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $2.31B | +$156M | 4 | 0.17% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $2.06B | -$68.1M | 4 | 0.28% | Reduced |
|
| 9 |
UBS AM
Chicago,
Illinois
| $1.97B | +$224M | 2 | 0.4% | Increased |
|
| 10 |
Amundi
Paris,
France
| $1.87B | +$469M | 1 | 0.64% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.73B | -$100M | 2 | 0.2% | Reduced |
|
| 12 |
UBS Group
Zurich,
Switzerland
| $1.68B | +$240M | 4 | 0.29% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $1.56B | -$26.2M | 2 | 0.27% | Reduced |
|
| 14 |
AllianceBernstein
Nashville,
Tennessee
| $1.52B | -$98.6M | 2 | 0.5% | Reduced |
|
| 15 |
Legal & General Group
London,
United Kingdom
| $1.5B | +$13.8M | 2 | 0.37% | Increased |
|
| 16 |
Goldman Sachs
New York
| $1.42B | +$264M | 3 | 0.19% | Increased |
|
| 17 |
Bank of New York Mellon
New York
| $1.42B | -$77M | 2 | 0.27% | Reduced |
|
| 18 |
Barclays
London,
United Kingdom
| $1.35B | +$316M | 2 | 0.31% | Increased |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $1.33B | -$159M | 2 | 0.33% | Reduced |
|
| 20 |
VanEck Associates
New York
| $1.22B | +$60.9M | 2 | 1.38% | Increased |
|
| 21 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.22B | -$154M | 2 | 0.45% | Reduced |
|
| 22 |
JP Morgan Chase
New York
| $1.11B | +$60.6M | 4 | 0.07% | Increased |
|
| 23 |
Aristotle Capital Management
Los Angeles,
California
| $1.11B | -$12.3M | 1 | 2.13% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $1.09B | -$4.31M | 3 | 0.19% | Reduced |
|
| 25 |
Franklin Resources
San Mateo,
California
| $1.06B | -$378M | 3 | 0.28% | Reduced |
|