← 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	$6.4B	-$205M	3	0.29%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$6.35B	+$110M	3	0.27%	Increased
3	Fidelity Investments Boston, Massachusetts	$3.5B	-$126M	1	0.4%	Reduced
4	State Street Boston, Massachusetts	$3.13B	-$65.2M	3	0.26%	Reduced
5	Capital Research Global Investors Los Angeles, California	$3.04B	+$1.73B	1	0.83%	Increased
6	Wellington Management Group Boston, Massachusetts	$1.61B	-$191M	2	0.36%	Reduced
7	Capital International Investors Los Angeles, California	$1.59B	+$31.3M	1	1.8%	Increased
8	Invesco Atlanta, Georgia	$1.59B	+$195M	2	0.53%	Increased
9	T. Rowe Price Associates Baltimore, Maryland	$1.48B	-$595M	1	0.23%	Reduced
10	Primecap Management Pasadena, California	$1.22B	+$6.89M	1	0.9%	Increased
11	Bank of New York Mellon New York	$1.18B	+$138M	3	0.32%	Increased
12	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.12B	-$94.8M	1	1.8%	Reduced
13	Northern Trust Chicago, Illinois	$1.04B	-$8.54M	3	0.26%	Reduced
14	Loomis, Sayles & Company Boston, Massachusetts	$1.01B	+$8.14M	1	2.03%	Increased
15	Geode Capital Management Boston, Massachusetts	$959M	-$3.09M	3	0.29%	Reduced
16	Bank of America Charlotte, North Carolina	$941M	+$20.7M	3	0.16%	Increased
17	Norges Bank Oslo, Norway	$788M	+$2.06M	2	0.27%	Increased
18	Capital World Investors Los Angeles, California	$781M	+$3.8M	1	0.17%	Increased
19	Veritas Asset Management London, United Kingdom	$693M	-$33.5M	1	5.69%	Reduced
20	Artisan Partners Milwaukee, Wisconsin	$637M	+$1.11M	2	1.28%	Increased
21	Wells Fargo San Francisco, California	$636M	-$42.3M	3	0.19%	Reduced
22	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$634M	-$7.13M	1	1.51%	Reduced
23	Parnassus Investments San Francisco, California	$570M	+$19.5M	1	2.27%	Increased
24	Charles Schwab San Francisco, California	$546M	+$17.9M	2	0.4%	Increased
25	Goldman Sachs New York	$489M	-$98.7M	3	0.13%	Reduced