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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
1	Vanguard Group Malvern, Pennsylvania	$5B	+$5.22B	3	0.52%	New
2	State Street Boston, Massachusetts	$4.23B	+$4.42B	3	0.55%	New
3	BlackRock Institutional Trust San Francisco, California	$2.91B	+$3.04B	3	0.59%	New
4	Fidelity Investments Boston, Massachusetts	$2.57B	+$2.69B	2	0.42%	New
5	T. Rowe Price Associates Baltimore, Maryland	$2.45B	+$2.56B	2	0.66%	New
6	Bank of New York Mellon New York	$2.31B	+$2.41B	3	0.73%	New
7	Invesco Atlanta, Georgia	$1.75B	+$1.83B	3	0.82%	New
8	Northern Trust Chicago, Illinois	$1.72B	+$1.8B	3	0.62%	New
9	JP Morgan Chase New York	$1.32B	+$1.38B	2	0.42%	New
10	Wells Fargo San Francisco, California	$1.14B	+$1.19B	2	0.59%	New
11	Goldman Sachs New York	$1.07B	+$1.12B	1	0.41%	New
12	BlackRock Fund Advisors San Francisco, California	$1.07B	+$1.11B	3	0.39%	New
13	Primecap Management Pasadena, California	$1.04B	+$1.09B	1	1.49%	New
14	Ameriprise Minneapolis, Minnesota	$954M	+$997M	3	0.66%	New
15	BlackRock Group London, United Kingdom	$880M	+$919M	1	0.67%	New
16	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$871M	+$909K	1	66.86%	New
17	Morgan Stanley New York	$871M	+$909M	3	0.44%	New
18	Macquarie Group Sydney, NSW 2000, Australia	$824M	+$860M	1	1.8%	New
19	TIAA CREF Investment Management New York	$801M	+$836M	3	0.65%	New
20	Norges Bank Oslo, Norway	$798M	+$834M	1	0.5%	New
21	Geode Capital Management Boston, Massachusetts	$747M	+$781M	3	0.66%	New
22	Deutsche Bank Frankfurt Am Main Ge, Germany	$735M	+$768M	3	0.6%	New
23	Brown Advisory Baltimore, Maryland	$729M	+$761M	1	2.92%	New
24	UBS AM Chicago, Illinois	$694M	+$725M	1	0.89%	New
25	OppenheimerFunds New York	$686M	+$716M	1	0.99%	New