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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	$6.61B	+$172M	3	0.37%	Increased
2	Fidelity Investments Boston, Massachusetts	$4.47B	+$136M	3	0.6%	Increased
3	State Street Boston, Massachusetts	$4.43B	+$73M	2	0.42%	Increased
4	BlackRock Institutional Trust San Francisco, California	$2.65B	+$47.9M	2	0.39%	Increased
5	Invesco Atlanta, Georgia	$1.7B	+$58.9M	2	0.57%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$1.62B	+$430M	2	0.32%	Increased
7	BlackRock Fund Advisors San Francisco, California	$1.61B	+$176M	3	0.3%	Increased
8	Bank of America Charlotte, North Carolina	$1.56B	+$88.4M	3	0.34%	Increased
9	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.31B	-$62M	1	1.96%	Reduced
10	Northern Trust Chicago, Illinois	$1.3B	-$39.2M	3	0.4%	Reduced
11	Jennison Associates New York	$1.3B	+$155M	1	1.45%	Increased
12	Wellington Management Group Boston, Massachusetts	$1.29B	+$692M	2	0.32%	Increased
13	Ameriprise Minneapolis, Minnesota	$1.22B	+$33.4M	1	0.67%	Increased
14	Bank of New York Mellon New York	$1.18B	-$76M	3	0.34%	Reduced
15	Loomis, Sayles & Company Boston, Massachusetts	$1.07B	+$35.7M	2	2.64%	Increased
16	Primecap Management Pasadena, California	$1.05B	-$58.6M	1	1.03%	Reduced
17	BlackRock Group London, United Kingdom	$1.05B	+$31M	2	0.5%	Increased
18	Geode Capital Management Boston, Massachusetts	$1.01B	+$59.5M	3	0.47%	Increased
19	Orbis Allan Gray Hamilton, Bermuda	$1B	-$54.9M	1	7.2%	Reduced
20	Wells Fargo San Francisco, California	$940M	-$111M	2	0.33%	Reduced
21	Norges Bank Oslo, Norway	$929M	+$37M	2	0.41%	Increased
22	JP Morgan Chase New York	$801M	-$75.7M	3	0.19%	Reduced
23	Morgan Stanley New York	$723M	-$102M	3	0.24%	Reduced
24	BlackRock Advisors Wilmington, Delaware	$700M	-$64.3M	3	0.71%	Reduced
25	Capital World Investors Los Angeles, California	$668M	-$77.3M	1	0.17%	Reduced