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
| $19.3B | -$174M | 4 | 0.29% | Reduced |
|
| 2 |
BlackRock
New York
| $16.7B | -$334M | 4 | 0.29% | Reduced |
|
| 3 |
Victory Capital Management
San Antonio,
Texas
| $10.9B | +$173M | 2 | 6.36% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $8.95B | -$122M | 4 | 0.31% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $4.35B | -$4.53M | 4 | 0.28% | Reduced |
|
| 6 |
Morgan Stanley
New York
| $3.19B | -$110M | 4 | 0.19% | Reduced |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $2.36B | -$56.3M | 4 | 0.16% | Reduced |
|
| 8 |
Amundi
Paris,
France
| $2.14B | +$181M | 1 | 0.69% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $2.1B | -$56.5M | 4 | 0.27% | Reduced |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| $2.07B | +$1.16B | 1 | 0.36% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.8B | -$12.6M | 3 | 0.19% | Reduced |
|
| 12 |
UBS AM
Chicago,
Illinois
| $1.7B | -$347M | 2 | 0.37% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $1.67B | +$35.9M | 3 | 0.26% | Increased |
|
| 14 |
UBS Group
Zurich,
Switzerland
| $1.64B | -$110M | 4 | 0.26% | Reduced |
|
| 15 |
Barclays
London,
United Kingdom
| $1.61B | +$184M | 3 | 0.35% | Increased |
|
| 16 |
Legal & General Group
London,
United Kingdom
| $1.57B | -$2.27M | 3 | 0.35% | Reduced |
|
| 17 |
VanEck Associates
New York
| $1.51B | +$223M | 2 | 1.4% | Increased |
|
| 18 |
Ameriprise
Minneapolis,
Minnesota
| $1.5B | +$102M | 2 | 0.34% | Increased |
|
| 19 |
AllianceBernstein
Nashville,
Tennessee
| $1.46B | -$122M | 2 | 0.46% | Reduced |
|
| 20 |
Goldman Sachs
New York
| $1.45B | -$40.1M | 4 | 0.18% | Reduced |
|
| 21 |
Bank of New York Mellon
New York
| $1.44B | -$38.4M | 3 | 0.26% | Reduced |
|
| 22 |
JP Morgan Chase
New York
| $1.19B | +$24.9M | 4 | 0.07% | Increased |
|
| 23 |
Fidelity Investments
Boston,
Massachusetts
| $1.17B | +$159M | 3 | 0.06% | Increased |
|
| 24 |
Dimensional Fund Advisors
Austin,
Texas
| $1.13B | +$279M | 3 | 0.24% | Increased |
|
| 25 |
Charles Schwab
San Francisco,
California
| $1.13B | -$7.95M | 3 | 0.18% | Reduced |
|