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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	$6.15B	+$5.67M	3	0.54%	Increased
2	State Street Boston, Massachusetts	$5.36B	+$8.95M	3	0.6%	Increased
3	BlackRock Institutional Trust San Francisco, California	$3.48B	+$55.7M	3	0.61%	Increased
4	Fidelity Investments Boston, Massachusetts	$3.44B	-$209M	1	0.49%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$2.52B	-$216M	1	0.58%	Reduced
6	Bank of New York Mellon New York	$2.47B	-$344M	3	0.69%	Reduced
7	Invesco Atlanta, Georgia	$2.08B	-$61.3M	3	0.83%	Reduced
8	JP Morgan Chase New York	$2.07B	+$146M	2	0.59%	Increased
9	Northern Trust Chicago, Illinois	$1.99B	-$24.6M	3	0.64%	Reduced
10	Brown Brothers Harriman & Co New York	$1.69B	+$805M	1	3.82%	Increased
11	Goldman Sachs New York	$1.6B	+$183M	3	0.53%	Increased
12	Primecap Management Pasadena, California	$1.44B	+$18.5M	1	1.73%	Increased
13	BlackRock Fund Advisors San Francisco, California	$1.42B	+$76.8M	3	0.43%	Increased
14	Wells Fargo San Francisco, California	$1.4B	-$37M	2	0.61%	Reduced
15	BlackRock Group London, United Kingdom	$1.16B	-$12.1M	1	0.74%	Reduced
16	Morgan Stanley New York	$1.14B	-$13.4M	3	0.49%	Reduced
17	Wellington Management Group Boston, Massachusetts	$1.12B	+$979M	1	0.32%	Increased
18	Macquarie Group Sydney, NSW 2000, Australia	$1.03B	-$12.2M	1	1.85%	Reduced
19	Brown Advisory Baltimore, Maryland	$957M	+$12.3M	1	3.1%	Increased
20	Geode Capital Management Boston, Massachusetts	$952M	+$17.7M	3	0.66%	Increased
21	Franklin Resources San Mateo, California	$935M	-$15.6M	1	0.46%	Reduced
22	Norges Bank Oslo, Norway	$906M	-$66.8M	1	0.52%	Reduced
23	Deutsche Bank Frankfurt Am Main Ge, Germany	$866M	-$46.5M	3	0.62%	Reduced
24	American Century Companies Kansas City, Missouri	$848M	+$17.3M	1	1%	Increased
25	TIAA CREF Investment Management New York	$825M	-$24.1M	3	0.59%	Reduced