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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	$16.1B	+$22.9M	3	0.47%	Increased
2	BlackRock New York	$12.5B	+$587M	3	0.4%	Increased
3	Fidelity Investments Boston, Massachusetts	$8.69B	+$258M	2	0.77%	Increased
4	State Street Boston, Massachusetts	$7.32B	+$37.8M	3	0.45%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$5.82B	-$1.5B	2	0.6%	Reduced
6	Invesco Atlanta, Georgia	$3.05B	-$63.1M	2	0.89%	Reduced
7	Geode Capital Management Boston, Massachusetts	$2.67B	+$35.9M	3	0.45%	Increased
8	Northern Trust Chicago, Illinois	$2.39B	+$794K	3	0.46%	Increased
9	Bank of America Charlotte, North Carolina	$2.38B	+$83.7M	3	0.31%	Increased
10	Bank of New York Mellon New York	$2.35B	-$376M	3	0.51%	Reduced
11	JP Morgan Chase New York	$2.34B	+$453M	3	0.34%	Increased
12	AllianceBernstein Nashville, Tennessee	$2.11B	+$495M	2	1%	Increased
13	Primecap Management Pasadena, California	$1.79B	-$836M	2	1.33%	Reduced
14	Norges Bank Oslo, Norway	$1.67B	-$27.4M	2	0.39%	Reduced
15	Loomis, Sayles & Company Boston, Massachusetts	$1.62B	-$92.3M	1	2.14%	Reduced
16	Nuveen Charlotte, North Carolina	$1.56B	-$36.1M	3	0.53%	Reduced
17	ClearBridge Investments New York	$1.44B	+$25M	1	1.11%	Increased
18	Charles Schwab San Francisco, California	$1.44B	-$40.4M	3	0.57%	Reduced
19	Aristotle Capital Management Los Angeles, California	$1.26B	+$53M	1	3.12%	Increased
20	Morgan Stanley New York	$1.19B	+$147M	3	0.18%	Increased
21	Legal & General Group London, United Kingdom	$1.17B	-$8.95M	3	0.46%	Reduced
22	Amundi Asset Management US Boston, Massachusetts	$1.17B	+$121M	1	1%	Increased
23	Royal Bank of Canada Toronto, Ontario, Canada	$1.07B	+$37.8M	3	0.31%	Increased
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$915M	+$79.5M	3	0.56%	Increased
25	Capital International Investors Los Angeles, California	$907M	-$121M	1	0.25%	Reduced