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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	$5.62B	-$629M	3	0.25%	Reduced
2	BlackRock New York	$5.56B	-$621M	3	0.28%	Reduced
3	State Street Boston, Massachusetts	$2.87B	-$410M	3	0.26%	Reduced
4	Fidelity Investments Boston, Massachusetts	$2.4B	-$77.6M	2	0.33%	Reduced
5	Capital Research Global Investors Los Angeles, California	$2.06B	-$486M	1	0.72%	Reduced
6	Capital International Investors Los Angeles, California	$1.73B	+$299M	1	0.86%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$1.49B	+$11.6M	1	0.25%	Increased
8	Bank of New York Mellon New York	$1.48B	+$305M	3	0.46%	Increased
9	Invesco Atlanta, Georgia	$1.42B	-$172M	2	0.54%	Reduced
10	Primecap Management Pasadena, California	$1.37B	+$140M	1	1.11%	Increased
11	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.15B	+$5.86M	1	2.25%	Increased
12	Bank of America Charlotte, North Carolina	$1.04B	+$45M	2	0.18%	Increased
13	Wellington Management Group Boston, Massachusetts	$1.02B	-$433M	2	0.25%	Reduced
14	Loomis, Sayles & Company Boston, Massachusetts	$955M	-$60.3M	1	2.25%	Reduced
15	Northern Trust Chicago, Illinois	$915M	-$106M	3	0.26%	Reduced
16	Geode Capital Management Boston, Massachusetts	$896M	-$47.9M	3	0.28%	Reduced
17	Capital World Investors Los Angeles, California	$826M	-$247M	1	0.22%	Reduced
18	Ameriprise Minneapolis, Minnesota	$753M	+$80.6M	1	0.38%	Increased
19	Norges Bank Oslo, Norway	$740M	+$19.4M	2	0.28%	Increased
20	ClearBridge Investments New York	$539M	+$5.83M	2	0.55%	Increased
21	Charles Schwab San Francisco, California	$509M	-$42.7M	2	0.39%	Reduced
22	Artisan Partners Milwaukee, Wisconsin	$469M	-$90.6M	2	1.06%	Reduced
23	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$467M	-$121M	1	1.28%	Reduced
24	D.E. Shaw & Co New York	$455M	-$119M	1	0.63%	Reduced
25	Royal Bank of Canada Toronto, Ontario, Canada	$432M	+$17.6M	2	0.21%	Increased