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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
26	BlackRock Advisors Wilmington, Delaware	$802M	-$130M	3	0.82%	Reduced
27	Capital World Investors Los Angeles, California	$781M	+$252M	1	0.2%	Increased
28	Brown Brothers Harriman & Co New York	$699M	-$76.5M	1	3.71%	Reduced
29	Goldman Sachs New York	$667M	-$95.5M	3	0.2%	Reduced
30	Fisher Asset Management Camas, Washington	$664M	+$331K	1	1.18%	Increased
31	Wellington Management Group Boston, Massachusetts	$651M	+$256M	2	0.16%	Increased
32	Magellan Asset Management Sydney, Australia	$648M	+$12.6M	1	3.25%	Increased
33	Dimensional Fund Advisors Austin, Texas	$621M	+$77.3M	3	0.34%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$603M	+$812K	3	0.43%	Increased
35	Artisan Partners Milwaukee, Wisconsin	$578M	-$3.8M	1	1.15%	Reduced
36	Franklin Resources San Mateo, California	$568M	-$61.1M	1	0.3%	Reduced
37	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$568M	-$52M	1	2.68%	Reduced
38	BlackRock Investment Management Wilmington, Delaware	$545M	-$32M	3	0.67%	Reduced
39	LSV Asset Management Chicago, Illinois	$528M	+$43.3M	1	1.04%	Increased
40	Legal & General Group London, United Kingdom	$488M	+$1.94M	1	0.49%	Increased
41	Charles Schwab San Francisco, California	$450M	+$24.4M	2	0.53%	Increased
42	Harris Associates Chicago, Illinois	$424M	+$927K	1	0.84%	Increased
43	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$410M	-$79.3M	3	0.61%	Reduced
44	TIAA CREF Investment Management New York	$404M	+$37.1M	2	0.25%	Increased
45	Lord, Abbett & Co Jersey City, New Jersey	$395M	+$22.7M	2	1.21%	Increased
46	Royal Bank of Canada Toronto, Ontario, Canada	$392M	+$9.72M	2	0.22%	Increased
47	Parametric Portfolio Associates Seattle, Washington	$388M	-$4.96M	2	0.58%	Reduced
48	Schroder Investment Management Group London, United Kingdom	$385M	-$52.4M	1	0.72%	Reduced
49	Macquarie Group Sydney, NSW 2000, Australia	$352M	-$20.5M	2	0.68%	Reduced
50	Credit Suisse Zurich, Switzerland	$339M	+$15.2M	2	0.32%	Increased