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 |
BlackRock
New York
| $13.9B | +$857M | 4 | 0.24% | Increased |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $9.04B | +$10.2B | 4 | 0.22% | New |
|
| 3 |
State Street
Boston,
Massachusetts
| $6.81B | -$107M | 4 | 0.24% | Reduced |
|
| 4 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $4.6B | +$5.22B | 3 | 0.24% | New |
|
| 5 |
Invesco
Atlanta,
Georgia
| $4.54B | -$213M | 3 | 0.44% | Reduced |
|
| 6 |
Charles Schwab
San Francisco,
California
| $3.99B | +$3.54B | 4 | 0.61% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $3.88B | +$123M | 4 | 0.24% | Increased |
|
| 8 |
Morgan Stanley
New York
| $2.61B | +$190M | 4 | 0.16% | Increased |
|
| 9 |
VanEck Associates
New York
| $1.81B | +$535M | 2 | 1.36% | Increased |
|
| 10 |
UBS AM
Chicago,
Illinois
| $1.56B | +$75.8M | 2 | 0.33% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $1.54B | -$41.4M | 4 | 0.2% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $1.38B | -$288M | 4 | 0.1% | Reduced |
|
| 13 |
UBS Group
Zurich,
Switzerland
| $1.37B | +$166M | 4 | 0.21% | Increased |
|
| 14 |
Goldman Sachs
New York
| $1.36B | +$291M | 4 | 0.16% | Increased |
|
| 15 |
Legal & General Group
London,
United Kingdom
| $1.28B | +$60.9M | 3 | 0.3% | Increased |
|
| 16 |
AllianceBernstein
Nashville,
Tennessee
| $1.08B | -$296M | 2 | 0.35% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $1.08B | -$1.22B | 1 | 0.2% | Reduced |
|
| 18 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.03B | -$470M | 4 | 0.12% | Reduced |
|
| 19 |
Franklin Resources
San Mateo,
California
| $1.02B | +$47.7M | 3 | 0.25% | Increased |
|
| 20 |
Fidelity Investments
Boston,
Massachusetts
| $986M | -$4.35M | 4 | 0.05% | Reduced |
|
| 21 |
Barclays
London,
United Kingdom
| $965M | +$216M | 4 | 0.23% | Increased |
|
| 22 |
Bank of New York Mellon
New York
| $931M | -$37.6M | 3 | 0.17% | Reduced |
|
| 23 |
JP Morgan Chase
New York
| $915M | +$170M | 4 | 0.06% | Increased |
|
| 24 |
Dimensional Fund Advisors
Austin,
Texas
| $910M | -$86.4M | 3 | 0.19% | Reduced |
|
| 25 |
Citigroup
New York
| $818M | +$342M | 4 | 0.35% | Increased |
|