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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	$5.2B	-$104M	3	0.35%	Reduced
2	Fidelity Investments Boston, Massachusetts	$3.05B	-$97.1M	3	0.41%	Reduced
3	State Street Boston, Massachusetts	$3.04B	-$192M	2	0.33%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$2.03B	-$60.4M	2	0.33%	Reduced
5	JSP Jackson Square Partners Larkspur, California	$1.23B	+$36.7M	1	4.54%	Increased
6	Bank of America Charlotte, North Carolina	$1.2B	+$2.36M	3	0.28%	Increased
7	Invesco Atlanta, Georgia	$1.12B	+$311M	1	0.45%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$1.03B	+$101M	1	0.22%	Increased
9	BlackRock Fund Advisors San Francisco, California	$1.03B	-$100M	3	0.24%	Reduced
10	Northern Trust Chicago, Illinois	$1.02B	-$124M	3	0.34%	Reduced
11	Orbis Holdings Hamilton, Bermuda	$961M	+$260M	1	7.52%	Increased
12	Bank of New York Mellon New York	$947M	+$135M	3	0.29%	Increased
13	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$912M	-$10.5M	1	1.36%	Reduced
14	BlackRock Group London, United Kingdom	$841M	+$48.1M	2	0.46%	Increased
15	Primecap Management Pasadena, California	$808M	-$7.03M	1	0.83%	Reduced
16	Norges Bank Oslo, Norway	$701M	+$12.5M	2	0.35%	Increased
17	Wells Fargo San Francisco, California	$699M	-$88M	2	0.28%	Reduced
18	JP Morgan Chase New York	$691M	+$221M	2	0.17%	Increased
19	BlackRock Advisors Wilmington, Delaware	$679M	+$61.1M	3	0.72%	Increased
20	Geode Capital Management Boston, Massachusetts	$674M	-$11.9M	3	0.38%	Reduced
21	Deutsche Bank Frankfurt Am Main Ge, Germany	$663M	+$157M	3	0.46%	Increased
22	Generation Investment Management London, United Kingdom	$662M	+$104M	1	8.51%	Increased
23	Loomis, Sayles & Company Boston, Massachusetts	$650M	+$112M	2	1.83%	Increased
24	Goldman Sachs New York	$625M	+$37.9M	3	0.2%	Increased
25	Brown Brothers Harriman & Co New York	$574M	-$83.2M	1	3.03%	Reduced