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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	$7.59B	+$1.01B	3	0.64%	Increased
2	State Street Boston, Massachusetts	$5.44B	-$239M	3	0.62%	Reduced
3	Fidelity Investments Boston, Massachusetts	$4.14B	+$470M	2	0.57%	Increased
4	BlackRock Institutional Trust San Francisco, California	$3.68B	-$10.4M	3	0.63%	Reduced
5	Bank of New York Mellon New York	$2.7B	+$75M	3	0.73%	Increased
6	JP Morgan Chase New York	$2.14B	-$52.4M	2	0.59%	Reduced
7	Northern Trust Chicago, Illinois	$2.1B	-$10.8M	3	0.66%	Reduced
8	Wellington Management Group Boston, Massachusetts	$2.09B	+$855M	2	0.58%	Increased
9	Invesco Atlanta, Georgia	$2B	-$195M	3	0.81%	Reduced
10	T. Rowe Price Associates Baltimore, Maryland	$1.66B	-$972M	1	0.37%	Reduced
11	BlackRock Fund Advisors San Francisco, California	$1.57B	+$69M	3	0.47%	Increased
12	Primecap Management Pasadena, California	$1.5B	-$22.5M	1	1.7%	Reduced
13	Wells Fargo San Francisco, California	$1.45B	-$27M	2	0.62%	Reduced
14	Goldman Sachs New York	$1.34B	-$344M	3	0.44%	Reduced
15	BlackRock Group London, United Kingdom	$1.16B	-$61.9M	2	0.73%	Reduced
16	Macquarie Group Sydney, NSW 2000, Australia	$1.1B	-$772K	1	1.89%	Reduced
17	Brown Advisory Baltimore, Maryland	$1.03B	+$11.5M	1	3.28%	Increased
18	TIAA CREF Investment Management New York	$1.03B	+$143M	3	0.74%	Increased
19	Geode Capital Management Boston, Massachusetts	$1.02B	+$7.87M	3	0.68%	Increased
20	Morgan Stanley New York	$1B	-$199M	3	0.42%	Reduced
21	Franklin Resources San Mateo, California	$991M	-$2M	1	0.47%	Reduced
22	Norges Bank Oslo, Norway	$962M	$0	1	0.54%	Maintained
23	Brown Brothers Harriman & Co New York	$913M	-$844M	1	3.9%	Reduced
24	Ameriprise Minneapolis, Minnesota	$906M	+$90.7M	3	0.54%	Increased
25	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$897M	+$128M	1	2.34%	Increased