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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	$6.8B	+$175M	3	0.4%	Increased
2	State Street Boston, Massachusetts	$4.59B	+$496M	2	0.46%	Increased
3	Fidelity Investments Boston, Massachusetts	$4.56B	+$545M	3	0.61%	Increased
4	BlackRock Institutional Trust San Francisco, California	$2.75B	+$48.1M	2	0.43%	Increased
5	Invesco Atlanta, Georgia	$1.73B	+$98.4M	2	0.59%	Increased
6	Bank of America Charlotte, North Carolina	$1.55B	-$36M	3	0.34%	Reduced
7	BlackRock Fund Advisors San Francisco, California	$1.53B	+$188M	3	0.31%	Increased
8	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.44B	-$34.9M	1	2.19%	Reduced
9	Northern Trust Chicago, Illinois	$1.41B	+$31.1M	3	0.44%	Increased
10	Bank of New York Mellon New York	$1.32B	+$112M	3	0.39%	Increased
11	T. Rowe Price Associates Baltimore, Maryland	$1.26B	+$100M	1	0.25%	Increased
12	Ameriprise Minneapolis, Minnesota	$1.25B	+$82.4M	1	0.7%	Increased
13	Jennison Associates New York	$1.2B	+$622M	1	1.3%	Increased
14	Primecap Management Pasadena, California	$1.16B	-$20.7M	1	1.16%	Reduced
15	Orbis Allan Gray Hamilton, Bermuda	$1.11B	-$106M	1	7.77%	Reduced
16	Wells Fargo San Francisco, California	$1.1B	+$89.3M	2	0.41%	Increased
17	Capital Research Global Investors Los Angeles, California	$1.09B	+$91.1M	1	0.36%	Increased
18	Loomis, Sayles & Company Boston, Massachusetts	$1.09B	+$29.7M	2	2.76%	Increased
19	BlackRock Group London, United Kingdom	$1.07B	-$68.4M	2	0.54%	Reduced
20	JSP Jackson Square Partners Larkspur, California	$1.03B	-$134M	1	4.6%	Reduced
21	Geode Capital Management Boston, Massachusetts	$1.01B	+$52.4M	3	0.51%	Increased
22	JP Morgan Chase New York	$919M	+$4.76M	2	0.23%	Increased
23	Norges Bank Oslo, Norway	$899M	+$54.1M	2	0.42%	Increased
24	Morgan Stanley New York	$872M	+$5.43M	2	0.3%	Increased
25	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$840M	-$4.01M	1	2.09%	Reduced