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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
$5.16B -$14.6M 3 0.32% Reduced
2
State Street
State Street
Massachusetts
$3.15B -$124M 2 0.34% Reduced
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.08B +$249M 3 0.42% Increased
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.1B -$49.7M 2 0.34% Reduced
5
Invesco
Invesco
Georgia
$1.26B -$29.5M 2 0.46% Reduced
6
Bank of America
Bank of America
North Carolina
$1.24B +$16.7M 3 0.29% Increased
7
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B +$57.2M 1 1.76% Increased
8
Northern Trust
Northern Trust
Illinois
$1.08B -$15.3M 3 0.35% Reduced
9
JSP
Jackson Square Partners
California
$1.03B -$211M 1 4.34% Reduced
10
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.02B -$55.8M 3 0.23% Reduced
11
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$961M +$53.7M 1 7.32% Increased
12
Bank of New York Mellon
Bank of New York Mellon
New York
$935M -$4.64M 3 0.29% Reduced
13
Primecap Management
Primecap Management
California
$928M +$52.1M 1 0.99% Increased
14
Ameriprise
Ameriprise
Minnesota
$905M +$501M 2 0.53% Increased
15
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$898M -$12.3M 1 0.19% Reduced
16
BlackRock Group
BlackRock Group
United Kingdom
$896M -$7.46M 2 0.46% Reduced
17
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$827M +$75.3M 2 2.25% Increased
18
Wells Fargo
Wells Fargo
California
$783M +$13.2M 2 0.3% Increased
19
Capital Research Global Investors
Capital Research Global Investors
California
$775M +$762M 1 0.27% New
20
BlackRock Advisors
BlackRock Advisors
Delaware
$741M -$21.3M 3 0.75% Reduced
21
Geode Capital Management
Geode Capital Management
Massachusetts
$740M -$15M 3 0.4% Reduced
22
JP Morgan Chase
JP Morgan Chase
New York
$715M +$38.3M 2 0.18% Increased
23
Norges Bank
Norges Bank
Norway
$688M -$57M 2 0.33% Reduced
24
Morgan Stanley
Morgan Stanley
New York
$674M +$39.3M 2 0.24% Increased
25
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$661M +$41.9M 1 1.7% Increased