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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
Vanguard Group
Pennsylvania
$5.68B +$23.5M 3 0.22% Increased
2
BlackRock
BlackRock
New York
$5.52B -$66.7M 3 0.25% Reduced
3
State Street
State Street
Massachusetts
$2.9B +$20.4M 3 0.23% Increased
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.94B -$443M 2 0.23% Reduced
5
Capital Research Global Investors
Capital Research Global Investors
California
$1.73B -$318M 1 0.55% Reduced
6
Capital International Investors
Capital International Investors
California
$1.66B -$70.8M 1 0.71% Reduced
7
Primecap Management
Primecap Management
California
$1.4B +$34.2M 1 1.03% Increased
8
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.34B -$151M 1 0.2% Reduced
9
Bank of New York Mellon
Bank of New York Mellon
New York
$1.34B -$135M 2 0.37% Reduced
10
Invesco
Invesco
Georgia
$1.29B -$124M 2 0.44% Reduced
11
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.14B -$12.7M 1 2.05% Reduced
12
Capital World Investors
Capital World Investors
California
$1.03B +$189M 1 0.25% Increased
13
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$965M +$8.15M 1 1.9% Increased
14
Bank of America
Bank of America
North Carolina
$962M -$85M 3 0.15% Reduced
15
Geode Capital Management
Geode Capital Management
Massachusetts
$945M +$43M 3 0.24% Increased
16
Northern Trust
Northern Trust
Illinois
$897M -$21.6M 3 0.22% Reduced
17
Wellington Management Group
Wellington Management Group
Massachusetts
$837M -$181M 2 0.19% Reduced
18
Norges Bank
Norges Bank
Norway
$707M -$33.6M 2 0.23% Reduced
19
D.E. Shaw & Co
D.E. Shaw & Co
New York
$668M +$201M 1 0.86% Increased
20
ClearBridge Investments
ClearBridge Investments
New York
$548M +$5M 2 0.48% Increased
21
Charles Schwab
Charles Schwab
California
$540M +$27.9M 2 0.35% Increased
22
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$506M +$36.5M 1 1.28% Increased
23
Ameriprise
Ameriprise
Minnesota
$496M -$245M 1 0.23% Reduced
24
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$465M +$29.3M 2 0.2% Increased
25
Legal & General Group
Legal & General Group
United Kingdom
$440M +$74.2M 2 0.25% Increased