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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	$9.65B	+$475M	3	0.34%	Increased
2	BlackRock New York	$7.19B	-$202M	3	0.29%	Reduced
3	Fidelity Investments Boston, Massachusetts	$4.69B	-$631M	2	0.52%	Reduced
4	State Street Boston, Massachusetts	$4.38B	+$16.2M	3	0.32%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$3.75B	-$34.3M	2	0.47%	Reduced
6	Primecap Management Pasadena, California	$1.93B	-$179M	1	1.66%	Reduced
7	Invesco Atlanta, Georgia	$1.64B	-$141M	2	0.59%	Reduced
8	Bank of New York Mellon New York	$1.62B	-$239M	3	0.43%	Reduced
9	Geode Capital Management Boston, Massachusetts	$1.57B	+$14.4M	3	0.33%	Increased
10	Northern Trust Chicago, Illinois	$1.4B	+$25.8M	3	0.33%	Increased
11	JP Morgan Chase New York	$1.2B	+$136M	3	0.23%	Increased
12	Bank of America Charlotte, North Carolina	$1.19B	+$46.8M	3	0.18%	Increased
13	Capital World Investors Los Angeles, California	$1.19B	-$177M	1	0.29%	Reduced
14	Norges Bank Oslo, Norway	$1.06B	+$12.9M	2	0.31%	Increased
15	Loomis, Sayles & Company Boston, Massachusetts	$1.04B	-$6.62M	1	1.67%	Reduced
16	Royal Bank of Canada Toronto, Ontario, Canada	$1B	+$214M	3	0.4%	Increased
17	Charles Schwab San Francisco, California	$983M	+$26.9M	3	0.48%	Increased
18	Ameriprise Minneapolis, Minnesota	$965M	+$58.1M	2	0.41%	Increased
19	ClearBridge Investments New York	$883M	-$39.1M	1	0.8%	Reduced
20	Nuveen Charlotte, North Carolina	$876M	+$150M	3	0.36%	Increased
21	Goldman Sachs New York	$738M	+$107M	3	0.22%	Increased
22	AllianceBernstein Nashville, Tennessee	$724M	+$174M	2	0.43%	Increased
23	Aristotle Capital Management Los Angeles, California	$718M	+$632M	1	2.41%	New
24	Legal & General Group London, United Kingdom	$717M	+$11.2M	3	0.35%	Increased
25	Capital International Investors Los Angeles, California	$625M	-$423M	1	0.2%	Reduced