← 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	$4.93B	-$350M	3	0.32%	Reduced
2	State Street Boston, Massachusetts	$3.13B	+$23.4M	2	0.34%	Increased
3	Fidelity Investments Boston, Massachusetts	$2.7B	-$394M	3	0.37%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$2.05B	-$13.8M	2	0.34%	Reduced
5	Invesco Atlanta, Georgia	$1.23B	+$84.9M	2	0.5%	Increased
6	JSP Jackson Square Partners Larkspur, California	$1.2B	-$25M	1	4.83%	Reduced
7	Bank of America Charlotte, North Carolina	$1.17B	-$55.8M	3	0.28%	Reduced
8	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.05B	+$111M	1	1.6%	Increased
9	Northern Trust Chicago, Illinois	$1.04B	-$69.5K	3	0.35%	Reduced
10	BlackRock Fund Advisors San Francisco, California	$1.03B	-$11.7M	3	0.24%	Reduced
11	Bank of New York Mellon New York	$897M	-$65.7M	3	0.27%	Reduced
12	T. Rowe Price Associates Baltimore, Maryland	$869M	-$175M	1	0.19%	Reduced
13	Orbis Allan Gray Hamilton, Bermuda	$866M	+$825M	1	7.02%	New
14	BlackRock Group London, United Kingdom	$863M	+$2.73M	2	0.47%	Increased
15	Primecap Management Pasadena, California	$835M	+$8.58M	1	0.87%	Increased
16	Wells Fargo San Francisco, California	$734M	+$19.2M	2	0.29%	Increased
17	BlackRock Advisors Wilmington, Delaware	$728M	+$32.2M	3	0.76%	Increased
18	Geode Capital Management Boston, Massachusetts	$720M	+$30.2M	3	0.38%	Increased
19	Loomis, Sayles & Company Boston, Massachusetts	$716M	+$48.9M	2	2.03%	Increased
20	Norges Bank Oslo, Norway	$711M	-$3.81M	2	0.35%	Reduced
21	Goldman Sachs New York	$650M	+$13.5M	2	0.21%	Increased
22	JP Morgan Chase New York	$645M	-$59M	2	0.17%	Reduced
23	Brown Brothers Harriman & Co New York	$606M	+$17.1M	1	3.13%	Increased
24	Morgan Stanley New York	$604M	+$58.1M	3	0.23%	Increased
25	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$590M	+$117M	1	1.58%	Increased