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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	BlackRock New York	$5.92B	+$169M	3	0.31%	Increased
2	Vanguard Group Malvern, Pennsylvania	$5.82B	+$88.5M	3	0.29%	Increased
3	Fidelity Investments Boston, Massachusetts	$4.45B	+$627M	2	0.55%	Increased
4	State Street Boston, Massachusetts	$3.38B	-$189M	3	0.3%	Reduced
5	Wellington Management Group Boston, Massachusetts	$2.78B	+$1.85B	2	0.65%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$1.91B	+$131M	1	0.34%	Increased
7	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.39B	+$135M	1	2.11%	Increased
8	Invesco Atlanta, Georgia	$1.22B	-$62.7M	3	0.38%	Reduced
9	Bank of America Charlotte, North Carolina	$1.12B	-$125M	2	0.22%	Reduced
10	Northern Trust Chicago, Illinois	$1.1B	+$29.7M	3	0.31%	Increased
11	Loomis, Sayles & Company Boston, Massachusetts	$967M	+$51.1M	1	2.28%	Increased
12	Geode Capital Management Boston, Massachusetts	$882M	-$56.9M	3	0.35%	Reduced
13	Primecap Management Pasadena, California	$865M	-$30.1M	1	0.74%	Reduced
14	Bank of New York Mellon New York	$857M	-$109M	3	0.24%	Reduced
15	Capital International Investors Los Angeles, California	$836M	+$317M	1	1.12%	Increased
16	Norges Bank Oslo, Norway	$809M	-$41.7M	2	0.32%	Reduced
17	Wells Fargo San Francisco, California	$806M	-$17.4M	3	0.26%	Reduced
18	Ameriprise Minneapolis, Minnesota	$590M	-$172M	1	0.3%	Reduced
19	Morgan Stanley New York	$570M	-$36.7M	3	0.17%	Reduced
20	Goldman Sachs New York	$548M	+$86.6M	2	0.14%	Increased
21	JP Morgan Chase New York	$539M	-$111M	2	0.12%	Reduced
22	Artisan Partners Milwaukee, Wisconsin	$537M	+$16.1M	1	1.01%	Increased
23	Dimensional Fund Advisors Austin, Texas	$520M	+$3.79M	3	0.24%	Increased
24	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$508M	+$35.9M	1	1.24%	Increased
25	Brown Brothers Harriman & Co New York	$496M	-$24.9M	1	2.69%	Reduced