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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	$12.3B	-$77.4M	3	0.41%	Reduced
2	BlackRock New York	$9.07B	-$166M	3	0.33%	Reduced
3	Fidelity Investments Boston, Massachusetts	$6.49B	+$402M	3	0.66%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$5.76B	+$840M	2	0.67%	Increased
5	State Street Boston, Massachusetts	$5.6B	-$33.9M	3	0.38%	Reduced
6	Invesco Atlanta, Georgia	$2.41B	+$269M	2	0.81%	Increased
7	Bank of New York Mellon New York	$2.13B	+$38.4M	3	0.53%	Increased
8	Primecap Management Pasadena, California	$2.09B	-$369M	2	1.72%	Reduced
9	Geode Capital Management Boston, Massachusetts	$2.03B	+$9.68M	3	0.4%	Increased
10	Northern Trust Chicago, Illinois	$1.84B	+$28.2M	3	0.4%	Increased
11	Bank of America Charlotte, North Carolina	$1.76B	+$200M	3	0.24%	Increased
12	JP Morgan Chase New York	$1.42B	-$106M	3	0.24%	Reduced
13	Loomis, Sayles & Company Boston, Massachusetts	$1.33B	-$11.4M	1	1.93%	Reduced
14	Norges Bank Oslo, Norway	$1.31B	-$53.6M	2	0.35%	Reduced
15	Nuveen Charlotte, North Carolina	$1.23B	+$94M	3	0.47%	Increased
16	Capital World Investors Los Angeles, California	$1.21B	-$297M	1	0.26%	Reduced
17	AllianceBernstein Nashville, Tennessee	$1.2B	+$242M	2	0.65%	Increased
18	Charles Schwab San Francisco, California	$1.14B	-$114M	3	0.52%	Reduced
19	ClearBridge Investments New York	$1.09B	-$43.9M	1	0.94%	Reduced
20	Aristotle Capital Management Los Angeles, California	$930M	+$3.32M	1	2.81%	Increased
21	Legal & General Group London, United Kingdom	$911M	-$12M	3	0.41%	Reduced
22	Capital International Investors Los Angeles, California	$803M	-$4.13M	1	0.25%	Reduced
23	Amundi Asset Management US Boston, Massachusetts	$802M	+$577M	2	0.84%	Increased
24	Ameriprise Minneapolis, Minnesota	$802M	-$403M	2	0.33%	Reduced
25	Royal Bank of Canada Toronto, Ontario, Canada	$796M	-$450M	3	0.28%	Reduced