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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	$14B	-$97.9M	3	0.38%	Reduced
2	BlackRock New York	$11.4B	+$558M	3	0.34%	Increased
3	Fidelity Investments Boston, Massachusetts	$6.95B	-$672M	2	0.59%	Reduced
4	State Street Boston, Massachusetts	$6.35B	-$53.1M	3	0.36%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$3.27B	-$1.95B	2	0.33%	Reduced
6	Geode Capital Management Boston, Massachusetts	$2.41B	+$80.1M	3	0.37%	Increased
7	Invesco Atlanta, Georgia	$2.37B	-$321M	2	0.63%	Reduced
8	Bank of America Charlotte, North Carolina	$2.25B	+$190M	3	0.25%	Increased
9	Northern Trust Chicago, Illinois	$2.06B	-$26.9M	3	0.38%	Reduced
10	Bank of New York Mellon New York	$1.97B	-$79.7M	3	0.4%	Reduced
11	AllianceBernstein Nashville, Tennessee	$1.97B	+$119M	2	0.86%	Increased
12	JP Morgan Chase New York	$1.69B	-$387M	3	0.23%	Reduced
13	Norges Bank Oslo, Norway	$1.47B	+$7.13M	2	0.34%	Increased
14	Morgan Stanley New York	$1.41B	+$406M	3	0.21%	Increased
15	Loomis, Sayles & Company Boston, Massachusetts	$1.38B	-$34.1M	1	1.78%	Reduced
16	Primecap Management Pasadena, California	$1.26B	-$333M	2	0.88%	Reduced
17	ClearBridge Investments New York	$1.24B	-$15.8M	1	0.92%	Reduced
18	Aristotle Capital Management Los Angeles, California	$1.21B	+$131M	1	2.48%	Increased
19	Legal & General Group London, United Kingdom	$1.02B	-$5.87M	3	0.38%	Reduced
20	Nuveen Charlotte, North Carolina	$995M	-$398M	3	0.32%	Reduced
21	Amundi Asset Management US Boston, Massachusetts	$947M	-$78M	2	0.72%	Reduced
22	Janus Henderson Group London,	$844M	+$39.9M	2	0.39%	Increased
23	Royal Bank of Canada Toronto, Ontario, Canada	$817M	-$128M	3	0.24%	Reduced
24	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$799M	+$717M	1	36.1%	Increased
25	Deutsche Bank Frankfurt Am Main Ge, Germany	$756M	-$48.7M	3	0.41%	Reduced