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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
Vanguard Group
Pennsylvania
$5.69B -$111M 3 0.41% Reduced
2
State Street
State Street
Massachusetts
$3.46B -$24.2M 2 0.4% Reduced
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.37B -$552M 2 0.48% Reduced
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.24B -$163M 3 0.39% Reduced
5
JP
Jana Partners
New York
$1.53B -$16M 1 17.29% Reduced
6
Bank of America
Bank of America
North Carolina
$1.29B +$389M 3 0.32% Increased
7
Northern Trust
Northern Trust
Illinois
$1.22B -$103M 3 0.41% Reduced
8
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.2B +$50.3M 3 0.31% Increased
9
JSP
Jackson Square Partners
California
$1.13B +$16.9M 1 5.16% Increased
10
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1B -$182M 1 0.22% Reduced
11
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$991M -$33.2M 1 1.52% Reduced
12
Invesco
Invesco
Georgia
$890M -$29.7M 2 0.38% Reduced
13
Bank of New York Mellon
Bank of New York Mellon
New York
$882M -$769M 3 0.27% Reduced
14
Primecap Management
Primecap Management
California
$875M -$42.1M 1 0.97% Reduced
15
BlackRock Group
BlackRock Group
United Kingdom
$855M -$18.6M 2 0.5% Reduced
16
Wells Fargo
Wells Fargo
California
$841M -$148M 2 0.35% Reduced
17
Orbis Holdings
Orbis Holdings
Bermuda
$770M +$409M 1 6.55% Increased
18
Norges Bank
Norges Bank
Norway
$741M +$9.08M 2 0.39% Increased
19
Geode Capital Management
Geode Capital Management
Massachusetts
$736M -$6.27M 3 0.45% Reduced
20
Wellington Management Group
Wellington Management Group
Massachusetts
$726M -$8.19M 2 0.2% Reduced
21
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$701M +$75.2M 1 3.57% Increased
22
BlackRock Advisors
BlackRock Advisors
Delaware
$669M +$29.3M 3 0.72% Increased
23
Goldman Sachs
Goldman Sachs
New York
$632M -$477M 2 0.21% Reduced
24
Generation Investment Management
Generation Investment Management
United Kingdom
$607M +$121M 1 8.8% Increased
25
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$586M +$134M 1 1.73% Increased