← All themes Artificial Intelligence

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	$7.64B	+$189M	3	0.55%	Increased
2	State Street Boston, Massachusetts	$5.44B	+$174M	2	0.54%	Increased
3	Fidelity Investments Boston, Massachusetts	$4.86B	+$183M	3	0.63%	Increased
4	BlackRock Institutional Trust San Francisco, California	$3.46B	-$5.41M	2	0.55%	Reduced
5	Bank of New York Mellon New York	$2.5B	-$19.2M	3	0.65%	Reduced
6	Northern Trust Chicago, Illinois	$1.89B	-$26M	3	0.57%	Reduced
7	BlackRock Fund Advisors San Francisco, California	$1.72B	+$160M	3	0.43%	Increased
8	JP Morgan Chase New York	$1.69B	-$371M	2	0.39%	Reduced
9	T. Rowe Price Associates Baltimore, Maryland	$1.54B	-$63.3M	1	0.33%	Reduced
10	Wells Fargo San Francisco, California	$1.5B	-$18.9M	2	0.59%	Reduced
11	Invesco Atlanta, Georgia	$1.46B	-$142M	3	0.57%	Reduced
12	UBS Group Zurich, Switzerland	$1.25B	+$1.23B	3	0.88%	New
13	BlackRock Group London, United Kingdom	$1.2B	+$109M	2	0.64%	Increased
14	Wellington Management Group Boston, Massachusetts	$1.14B	-$158M	2	0.3%	Reduced
15	JSP Jackson Square Partners Larkspur, California	$1.1B	+$129M	1	4.35%	Increased
16	Goldman Sachs New York	$1.07B	+$10.3M	3	0.34%	Increased
17	Primecap Management Pasadena, California	$1.06B	-$301M	1	1.08%	Reduced
18	Norges Bank Oslo, Norway	$984M	+$52.9M	1	0.5%	Increased
19	Geode Capital Management Boston, Massachusetts	$978M	+$34.7M	3	0.58%	Increased
20	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$934M	+$173M	1	2.51%	Increased
21	Janus Henderson Investors US Denver, Colorado	$889M	+$34.1M	1	0.76%	Increased
22	Brown Advisory Baltimore, Maryland	$867M	-$40.1M	1	2.73%	Reduced
23	Bank of America Charlotte, North Carolina	$836M	-$292M	3	0.3%	Reduced
24	Franklin Resources San Mateo, California	$819M	-$153M	1	0.37%	Reduced
25	Brown Brothers Harriman & Co New York	$817M	-$50M	1	3.44%	Reduced