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
| $19.9B | +$141M | 4 | 0.29% | Increased |
|
| 2 |
BlackRock
New York
| $17.4B | +$265M | 4 | 0.29% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $9.18B | +$132K | 4 | 0.31% | Increased |
|
| 4 |
Invesco
Atlanta,
Georgia
| $6.28B | +$4.58B | 3 | 0.59% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $5.01B | +$556M | 4 | 0.31% | Increased |
|
| 6 |
Morgan Stanley
New York
| $3.25B | -$20.6M | 4 | 0.19% | Reduced |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $2.86B | +$735M | 1 | 0.5% | Increased |
|
| 8 |
Norges Bank
Oslo,
Norway
| $2.59B | +$2.6B | 1 | 0.28% | New |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $2.17B | -$255M | 4 | 0.16% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $2.09B | -$56.2M | 4 | 0.27% | Reduced |
|
| 11 |
UBS AM
Chicago,
Illinois
| $1.99B | +$242M | 2 | 0.42% | Increased |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.92B | +$78M | 3 | 0.21% | Increased |
|
| 13 |
VanEck Associates
New York
| $1.77B | +$223M | 2 | 1.47% | Increased |
|
| 14 |
Ameriprise
Minneapolis,
Minnesota
| $1.69B | +$149M | 2 | 0.38% | Increased |
|
| 15 |
Legal & General Group
London,
United Kingdom
| $1.63B | +$17.6M | 3 | 0.36% | Increased |
|
| 16 |
UBS Group
Zurich,
Switzerland
| $1.62B | -$53.9M | 4 | 0.26% | Reduced |
|
| 17 |
Goldman Sachs
New York
| $1.47B | -$18M | 4 | 0.18% | Reduced |
|
| 18 |
AllianceBernstein
Nashville,
Tennessee
| $1.43B | -$74.6M | 2 | 0.45% | Reduced |
|
| 19 |
Amundi
Paris,
France
| $1.36B | -$813M | 2 | 0.37% | Reduced |
|
| 20 |
Fidelity Investments
Boston,
Massachusetts
| $1.31B | +$115M | 4 | 0.07% | Increased |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $1.31B | +$153M | 3 | 0.28% | Increased |
|
| 22 |
Franklin Resources
San Mateo,
California
| $1.3B | +$278M | 3 | 0.32% | Increased |
|
| 23 |
Bank of New York Mellon
New York
| $1.28B | -$203M | 3 | 0.23% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $1.16B | +$2.63M | 3 | 0.18% | Increased |
|
| 25 |
Aristotle Capital Management
Los Angeles,
California
| $1.07B | -$61.1M | 1 | 2.14% | Reduced |
|