← 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	BlackRock New York	$5.98B	+$5.86B	3	0.33%	Increased
2	Vanguard Group Malvern, Pennsylvania	$5.97B	+$135M	3	0.31%	Increased
3	Fidelity Investments Boston, Massachusetts	$3.98B	+$52.4M	2	0.51%	Increased
4	State Street Boston, Massachusetts	$3.7B	-$201M	3	0.33%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$1.85B	+$432M	2	0.35%	Increased
6	Invesco Atlanta, Georgia	$1.33B	-$163M	3	0.44%	Reduced
7	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.31B	+$155M	1	1.96%	Increased
8	Bank of America Charlotte, North Carolina	$1.3B	-$76.8M	3	0.26%	Reduced
9	Northern Trust Chicago, Illinois	$1.11B	-$38.4M	3	0.32%	Reduced
10	Bank of New York Mellon New York	$1B	-$38.2M	3	0.28%	Reduced
11	Wellington Management Group Boston, Massachusetts	$984M	-$153M	2	0.24%	Reduced
12	Geode Capital Management Boston, Massachusetts	$975M	+$83.1M	3	0.4%	Increased
13	Loomis, Sayles & Company Boston, Massachusetts	$952M	+$8.02M	1	2.37%	Increased
14	Primecap Management Pasadena, California	$929M	+$5.15M	1	0.84%	Increased
15	Norges Bank Oslo, Norway	$884M	+$66.5M	2	0.36%	Increased
16	Wells Fargo San Francisco, California	$855M	+$28.6M	3	0.28%	Increased
17	Ameriprise Minneapolis, Minnesota	$790M	-$288M	1	0.41%	Reduced
18	JP Morgan Chase New York	$673M	-$31.9M	3	0.15%	Reduced
19	Morgan Stanley New York	$631M	-$8.5M	3	0.19%	Reduced
20	Fisher Asset Management Camas, Washington	$576M	+$20.5M	1	0.92%	Increased
21	Deutsche Bank Frankfurt Am Main Ge, Germany	$566M	+$184M	3	0.42%	Increased
22	Capital International Investors Los Angeles, California	$543M	+$549M	1	0.74%	New
23	Artisan Partners Milwaukee, Wisconsin	$542M	+$45.5M	1	1.06%	Increased
24	Brown Brothers Harriman & Co New York	$541M	-$12.5M	1	2.94%	Reduced
25	Dimensional Fund Advisors Austin, Texas	$537M	+$11.3M	3	0.26%	Increased