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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	Vanguard Group Malvern, Pennsylvania	$7.84B	-$258M	3	0.31%	Reduced
2	BlackRock New York	$7.77B	-$389M	3	0.34%	Reduced
3	State Street Boston, Massachusetts	$4.11B	+$92.4M	3	0.32%	Increased
4	Capital Research Global Investors Los Angeles, California	$3.18B	-$654M	1	0.93%	Reduced
5	Fidelity Investments Boston, Massachusetts	$3.13B	-$1.25B	2	0.35%	Reduced
6	Invesco Atlanta, Georgia	$2B	-$34.8M	2	0.63%	Reduced
7	T. Rowe Price Associates Baltimore, Maryland	$1.88B	-$23.6M	1	0.27%	Reduced
8	Capital International Investors Los Angeles, California	$1.84B	-$191M	1	0.84%	Reduced
9	Wellington Management Group Boston, Massachusetts	$1.8B	-$237M	2	0.38%	Reduced
10	Primecap Management Pasadena, California	$1.56B	-$2.52M	1	1.05%	Reduced
11	Bank of New York Mellon New York	$1.51B	-$1.73M	3	0.39%	Reduced
12	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.44B	+$6.6M	1	2.29%	Increased
13	Morgan Stanley New York	$1.38B	+$775M	3	0.35%	Increased
14	Capital World Investors Los Angeles, California	$1.34B	+$307M	1	0.33%	Increased
15	Northern Trust Chicago, Illinois	$1.28B	-$48.6M	3	0.31%	Reduced
16	Loomis, Sayles & Company Boston, Massachusetts	$1.28B	-$10.5M	1	2.51%	Reduced
17	Bank of America Charlotte, North Carolina	$1.25B	+$48.8M	3	0.2%	Increased
18	Geode Capital Management Boston, Massachusetts	$1.19B	-$36.4M	3	0.34%	Reduced
19	Norges Bank Oslo, Norway	$914M	-$88.5M	2	0.3%	Reduced
20	Ameriprise Minneapolis, Minnesota	$865M	+$235M	1	0.3%	Increased
21	Wells Fargo San Francisco, California	$776M	-$35.7M	3	0.22%	Reduced
22	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$734M	-$73.2M	1	1.7%	Reduced
23	D.E. Shaw & Co New York	$717M	+$396M	1	0.86%	Increased
24	Artisan Partners Milwaukee, Wisconsin	$698M	-$104M	2	1.33%	Reduced
25	Charles Schwab San Francisco, California	$695M	-$5.06M	2	0.46%	Reduced