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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	$6.54B	+$338M	3	0.31%	Increased
2	Vanguard Group Malvern, Pennsylvania	$6.19B	+$191M	3	0.27%	Increased
3	Fidelity Investments Boston, Massachusetts	$3.59B	-$473M	1	0.43%	Reduced
4	State Street Boston, Massachusetts	$3.16B	-$193M	3	0.27%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$2.05B	+$166M	2	0.33%	Increased
6	Wellington Management Group Boston, Massachusetts	$1.79B	-$922M	2	0.4%	Reduced
7	Capital International Investors Los Angeles, California	$1.54B	+$77.8M	1	1.78%	Increased
8	Invesco Atlanta, Georgia	$1.38B	-$16.3M	2	0.51%	Reduced
9	Capital Research Global Investors Los Angeles, California	$1.28B	+$1.47B	1	0.36%	New
10	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.2B	-$66.7M	1	1.91%	Reduced
11	Primecap Management Pasadena, California	$1.2B	+$401M	1	0.9%	Increased
12	Northern Trust Chicago, Illinois	$1.04B	-$22.9M	3	0.27%	Reduced
13	Bank of New York Mellon New York	$1.03B	+$246M	3	0.28%	Increased
14	Loomis, Sayles & Company Boston, Massachusetts	$985M	+$4.96M	1	2.09%	Increased
15	Geode Capital Management Boston, Massachusetts	$951M	+$54.9M	3	0.31%	Increased
16	Bank of America Charlotte, North Carolina	$910M	-$50.2M	3	0.16%	Reduced
17	Norges Bank Oslo, Norway	$777M	-$32.3M	2	0.28%	Reduced
18	Capital World Investors Los Angeles, California	$767M	+$243M	1	0.17%	Increased
19	Veritas Asset Management London, United Kingdom	$717M	-$1.98M	1	5.81%	Reduced
20	Wells Fargo San Francisco, California	$670M	-$31.6M	3	0.2%	Reduced
21	Dimensional Fund Advisors Austin, Texas	$669M	-$14.2M	3	0.28%	Reduced
22	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$633M	-$12.3M	1	1.53%	Reduced
23	Artisan Partners Milwaukee, Wisconsin	$632M	+$131M	2	1.28%	Increased
24	Goldman Sachs New York	$583M	+$21.8M	2	0.15%	Increased
25	Ameriprise Minneapolis, Minnesota	$545M	-$50.5M	2	0.25%	Reduced