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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
$7.87B +$81.4M 3 0.29% Increased
2
BlackRock
BlackRock
New York
$6.85B -$279M 3 0.29% Reduced
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.18B -$356M 2 0.5% Reduced
4
State Street
State Street
Massachusetts
$3.83B -$7.64M 3 0.29% Reduced
5
Invesco
Invesco
Georgia
$2.42B -$47.8M 2 0.63% Reduced
6
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.99B -$676M 1 0.28% Reduced
7
Bank of New York Mellon
Bank of New York Mellon
New York
$1.87B -$70.9M 3 0.51% Reduced
8
Primecap Management
Primecap Management
California
$1.86B -$27M 1 1.49% Reduced
9
Capital International Investors
Capital International Investors
California
$1.65B -$113M 1 0.63% Reduced
10
Geode Capital Management
Geode Capital Management
Massachusetts
$1.32B +$50.4M 3 0.31% Increased
11
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.31B +$11.2M 1 2.52% Increased
12
Capital World Investors
Capital World Investors
California
$1.23B -$128M 1 0.3% Reduced
13
Northern Trust
Northern Trust
Illinois
$1.22B -$4.15M 3 0.29% Reduced
14
Jennison Associates
Jennison Associates
New York
$1.12B -$41M 1 1.19% Reduced
15
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.1B -$316M 1 2.16% Reduced
16
Capital Research Global Investors
Capital Research Global Investors
California
$1.07B -$29.5M 1 0.35% Reduced
17
Bank of America
Bank of America
North Carolina
$1.05B -$593M 3 0.16% Reduced
18
Norges Bank
Norges Bank
Norway
$930M $0 2 0.28% Maintained
19
ClearBridge Investments
ClearBridge Investments
New York
$844M +$123M 1 0.74% Increased
20
Charles Schwab
Charles Schwab
California
$775M +$24.9M 3 0.46% Increased
21
JP Morgan Chase
JP Morgan Chase
New York
$689M -$87.4M 3 0.14% Reduced
22
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$646M +$504K 3 0.26% Increased
23
Legal & General Group
Legal & General Group
United Kingdom
$591M -$10.7M 3 0.31% Reduced
24
Nuveen
Nuveen
North Carolina
$580M -$306M 3 0.23% Reduced
25
Morgan Stanley
Morgan Stanley
New York
$529M -$729M 3 0.14% Reduced