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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	$7.81B	+$183M	3	0.62%	Increased
2	State Street Boston, Massachusetts	$5.46B	-$10.9M	3	0.59%	Reduced
3	Fidelity Investments Boston, Massachusetts	$4.49B	+$331M	2	0.6%	Increased
4	BlackRock Institutional Trust San Francisco, California	$3.68B	-$16.5M	2	0.61%	Reduced
5	Bank of New York Mellon New York	$2.66B	-$52.4M	3	0.72%	Reduced
6	JP Morgan Chase New York	$2.36B	+$206M	1	0.6%	Increased
7	Wellington Management Group Boston, Massachusetts	$2.3B	+$206M	2	0.62%	Increased
8	Northern Trust Chicago, Illinois	$2.06B	-$45.6M	3	0.64%	Reduced
9	Norges Bank Oslo, Norway	$1.94B	+$978M	1	0.52%	Increased
10	Invesco Atlanta, Georgia	$1.87B	-$148M	3	0.73%	Reduced
11	BlackRock Fund Advisors San Francisco, California	$1.58B	+$1.28M	3	0.45%	Increased
12	Primecap Management Pasadena, California	$1.49B	-$16.6M	1	1.63%	Reduced
13	Wells Fargo San Francisco, California	$1.46B	-$3.25M	2	0.6%	Reduced
14	T. Rowe Price Associates Baltimore, Maryland	$1.28B	-$397M	1	0.28%	Reduced
15	Goldman Sachs New York	$1.22B	-$120M	3	0.38%	Reduced
16	BlackRock Group London, United Kingdom	$1.12B	-$43.1M	2	0.65%	Reduced
17	JSP Jackson Square Partners Larkspur, California	$1.11B	+$1.11B	1	4.31%	New
18	Morgan Stanley New York	$1.04B	+$31.8M	3	0.41%	Increased
19	Brown Advisory Baltimore, Maryland	$1.01B	-$19.5M	1	3.19%	Reduced
20	Geode Capital Management Boston, Massachusetts	$1.01B	-$10.8M	3	0.65%	Reduced
21	TIAA CREF Investment Management New York	$999M	-$31.8M	2	0.7%	Reduced
22	Franklin Resources San Mateo, California	$991M	-$4.46M	1	0.44%	Reduced
23	Brown Brothers Harriman & Co New York	$917M	-$44K	1	3.71%	Reduced
24	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$874M	-$27.4M	1	2.37%	Reduced
25	Bank of America Charlotte, North Carolina	$839M	+$128M	3	0.27%	Increased