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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	$7.22B	+$74.7M	3	0.34%	Increased
2	Vanguard Group Malvern, Pennsylvania	$6.96B	+$99.2M	3	0.3%	Increased
3	Fidelity Investments Boston, Massachusetts	$4.62B	+$508M	1	0.54%	Increased
4	State Street Boston, Massachusetts	$3.85B	-$4.75M	3	0.31%	Reduced
5	Wellington Management Group Boston, Massachusetts	$2.99B	-$328M	2	0.66%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$2.21B	-$105M	2	0.36%	Reduced
7	Capital International Investors Los Angeles, California	$1.7B	+$313M	1	1.92%	Increased
8	Invesco Atlanta, Georgia	$1.61B	+$39M	3	0.58%	Increased
9	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.45B	-$180M	1	2.17%	Reduced
10	Northern Trust Chicago, Illinois	$1.23B	-$37.9M	3	0.31%	Reduced
11	Loomis, Sayles & Company Boston, Massachusetts	$1.13B	-$19.4M	1	2.36%	Reduced
12	Bank of America Charlotte, North Carolina	$1.1B	+$32.2M	3	0.18%	Increased
13	Geode Capital Management Boston, Massachusetts	$1.04B	+$30.3M	3	0.35%	Increased
14	Primecap Management Pasadena, California	$980M	-$5.53M	1	0.75%	Reduced
15	Bank of New York Mellon New York	$938M	-$34.4M	3	0.25%	Reduced
16	Norges Bank Oslo, Norway	$931M	+$18.1M	2	0.33%	Increased
17	Pentwater Capital Management Naples, Florida	$891M	+$763M	1	5.92%	Increased
18	Morgan Stanley New York	$877M	+$175M	3	0.24%	Increased
19	JP Morgan Chase New York	$857M	+$311M	3	0.18%	Increased
20	Veritas Asset Management London, United Kingdom	$831M	-$27.4M	1	6.45%	Reduced
21	Wells Fargo San Francisco, California	$806M	-$117M	3	0.23%	Reduced
22	Dimensional Fund Advisors Austin, Texas	$786M	+$48.7M	3	0.33%	Increased
23	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$744M	+$32.4M	1	1.72%	Increased
24	Ameriprise Minneapolis, Minnesota	$680M	+$15.7M	2	0.31%	Increased
25	Goldman Sachs New York	$654M	+$42.7M	2	0.16%	Increased