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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	$5.78B	+$226M	3	0.29%	Increased
2	Vanguard Group Malvern, Pennsylvania	$5.56B	+$84M	3	0.26%	Increased
3	Fidelity Investments Boston, Massachusetts	$3.31B	-$892M	2	0.4%	Reduced
4	State Street Boston, Massachusetts	$3.12B	-$51.6M	3	0.27%	Reduced
5	Wellington Management Group Boston, Massachusetts	$2.7B	+$100M	2	0.62%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$1.88B	+$84.4M	1	0.32%	Increased
7	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.33B	+$26.4M	1	2%	Increased
8	Invesco Atlanta, Georgia	$1.27B	+$121M	3	0.47%	Increased
9	Capital International Investors Los Angeles, California	$1.11B	+$334M	1	1.33%	Increased
10	Northern Trust Chicago, Illinois	$1.03B	-$2.82M	3	0.27%	Reduced
11	Loomis, Sayles & Company Boston, Massachusetts	$934M	+$27.2M	1	2.04%	Increased
12	Bank of America Charlotte, North Carolina	$865M	-$194M	3	0.14%	Reduced
13	Geode Capital Management Boston, Massachusetts	$820M	-$8.01M	3	0.3%	Reduced
14	Primecap Management Pasadena, California	$799M	-$13.4M	1	0.66%	Reduced
15	Bank of New York Mellon New York	$789M	-$17.2M	3	0.22%	Reduced
16	Wells Fargo San Francisco, California	$753M	-$4.23M	3	0.23%	Reduced
17	Norges Bank Oslo, Norway	$738M	-$22.4M	2	0.28%	Reduced
18	Veritas Asset Management London, United Kingdom	$696M	+$288M	1	5.69%	Increased
19	Dimensional Fund Advisors Austin, Texas	$596M	+$109M	3	0.26%	Increased
20	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$577M	+$98.9M	1	1.33%	Increased
21	Morgan Stanley New York	$561M	+$25.6M	3	0.17%	Increased
22	Ameriprise Minneapolis, Minnesota	$535M	-$19.6M	2	0.25%	Reduced
23	Goldman Sachs New York	$494M	-$21.5M	2	0.12%	Reduced
24	Artisan Partners Milwaukee, Wisconsin	$491M	-$14.2M	2	0.91%	Reduced
25	Brown Brothers Harriman & Co New York	$468M	+$2.15M	1	2.49%	Increased