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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	$7.44B	+$280M	3	0.5%	Increased
2	State Street Boston, Massachusetts	$4.86B	-$234M	2	0.5%	Reduced
3	Fidelity Investments Boston, Massachusetts	$4.53B	-$47.9M	3	0.58%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$3.3B	+$55.9M	2	0.51%	Increased
5	Bank of New York Mellon New York	$2.14B	-$206M	3	0.56%	Reduced
6	JP Jana Partners New York	$1.98B	+$1.7B	1	11.48%	Increased
7	Northern Trust Chicago, Illinois	$1.72B	-$48.8M	3	0.52%	Reduced
8	BlackRock Fund Advisors San Francisco, California	$1.59B	-$42.3M	3	0.38%	Reduced
9	T. Rowe Price Associates Baltimore, Maryland	$1.48B	+$36.6M	1	0.3%	Increased
10	JSP Jackson Square Partners Larkspur, California	$1.35B	+$324M	1	5.17%	Increased
11	Wells Fargo San Francisco, California	$1.32B	-$87.4M	2	0.51%	Reduced
12	Bank of America Charlotte, North Carolina	$1.29B	+$519M	3	0.43%	Increased
13	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.28B	+$1.3B	1	1.74%	New
14	Invesco Atlanta, Georgia	$1.21B	-$162M	3	0.47%	Reduced
15	JP Morgan Chase New York	$1.15B	-$432M	2	0.26%	Reduced
16	BlackRock Group London, United Kingdom	$1.15B	+$27.6M	2	0.62%	Increased
17	Primecap Management Pasadena, California	$1.07B	+$82.7M	1	1.05%	Increased
18	Norges Bank Oslo, Norway	$946M	+$28.2M	1	0.46%	Increased
19	Geode Capital Management Boston, Massachusetts	$943M	+$30.3M	3	0.54%	Increased
20	UBS Group Zurich, Switzerland	$882M	-$295M	3	0.61%	Reduced
21	Deutsche Bank Frankfurt Am Main Ge, Germany	$867M	+$222M	2	0.54%	Increased
22	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$823M	-$49M	1	2.46%	Reduced
23	Brown Brothers Harriman & Co New York	$782M	+$20.2M	1	3.54%	Increased
24	Goldman Sachs New York	$778M	-$223M	3	0.25%	Reduced
25	Wellington Management Group Boston, Massachusetts	$778M	-$297M	2	0.2%	Reduced