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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	$8.65B	-$391M	3	0.3%	Reduced
2	BlackRock New York	$7.38B	-$484M	3	0.28%	Reduced
3	Fidelity Investments Boston, Massachusetts	$5B	+$154M	2	0.55%	Increased
4	State Street Boston, Massachusetts	$4.29B	-$122M	3	0.29%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$3.3B	+$943M	1	0.43%	Increased
6	Bank of New York Mellon New York	$2.12B	-$39.4M	3	0.55%	Reduced
7	Primecap Management Pasadena, California	$2.09B	-$56.5M	1	1.52%	Reduced
8	Invesco Atlanta, Georgia	$1.82B	-$924M	2	0.57%	Reduced
9	Geode Capital Management Boston, Massachusetts	$1.48B	-$40.5M	3	0.31%	Reduced
10	Capital International Investors Los Angeles, California	$1.46B	-$424M	1	0.49%	Reduced
11	Loomis, Sayles & Company Boston, Massachusetts	$1.43B	-$82M	1	2.42%	Reduced
12	Northern Trust Chicago, Illinois	$1.36B	-$47.9M	3	0.3%	Reduced
13	Capital World Investors Los Angeles, California	$1.28B	-$140M	1	0.29%	Reduced
14	Capital Research Global Investors Los Angeles, California	$1.24B	+$78.1K	1	0.37%	Increased
15	Bank of America Charlotte, North Carolina	$1.18B	-$36.9M	3	0.17%	Reduced
16	Norges Bank Oslo, Norway	$1.06B	-$15.9M	2	0.29%	Reduced
17	Jennison Associates New York	$1.05B	-$240M	1	1.06%	Reduced
18	Charles Schwab San Francisco, California	$869M	-$23.4M	3	0.47%	Reduced
19	ClearBridge Investments New York	$851M	-$123M	1	0.7%	Reduced
20	JP Morgan Chase New York	$836M	+$37.3M	3	0.16%	Increased
21	Royal Bank of Canada Toronto, Ontario, Canada	$735M	-$10.7M	3	0.27%	Reduced
22	Nuveen Charlotte, North Carolina	$731M	+$58.2M	3	0.28%	Increased
23	Legal & General Group London, United Kingdom	$680M	-$2.65M	3	0.32%	Reduced
24	Goldman Sachs New York	$617M	+$87.5M	3	0.16%	Increased
25	Renaissance Technologies New York	$580M	+$390M	3	0.45%	Increased