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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	$12.5B	+$65.9M	3	0.31%	Increased
2	BlackRock New York	$9.7B	+$77.1M	3	0.28%	Increased
3	State Street Boston, Massachusetts	$5.23B	-$300M	3	0.29%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$2.6B	+$535M	2	0.38%	Increased
5	Geode Capital Management Boston, Massachusetts	$2.5B	+$65.6M	3	0.3%	Increased
6	Morgan Stanley New York	$2.33B	+$58.2M	3	0.24%	Increased
7	AllianceBernstein Nashville, Tennessee	$2.09B	+$85.4M	2	0.89%	Increased
8	Wellington Management Group Boston, Massachusetts	$1.68B	-$29M	2	0.34%	Reduced
9	Ameriprise Minneapolis, Minnesota	$1.59B	-$43M	2	0.52%	Reduced
10	Norges Bank Oslo, Norway	$1.57B	-$6.64M	2	0.32%	Reduced
11	Northern Trust Chicago, Illinois	$1.39B	+$48.8M	3	0.27%	Increased
12	Bank of America Charlotte, North Carolina	$1.25B	-$124M	3	0.14%	Reduced
13	Bank of New York Mellon New York	$1.24B	+$11.4M	2	0.27%	Increased
14	Fidelity Investments Boston, Massachusetts	$1.2B	-$544M	3	0.1%	Reduced
15	Amundi Paris, France	$1.09B	+$232M	2	0.53%	Increased
16	Invesco Atlanta, Georgia	$1.03B	+$123M	3	0.28%	Increased
17	Capital World Investors Los Angeles, California	$962M	+$918M	1	0.19%	Increased
18	Capital International Investors Los Angeles, California	$940M	-$56.5M	1	0.24%	Reduced
19	Aristotle Capital Management Los Angeles, California	$929M	-$16.7M	1	2%	Reduced
20	Legal & General Group London, United Kingdom	$900M	-$33.9M	2	0.31%	Reduced
21	Fidelity International Hamilton, Bermuda	$841M	+$54.3M	1	0.99%	Increased
22	UBS AM Chicago, Illinois	$712M	-$95.3M	2	0.32%	Reduced
23	Deutsche Bank Frankfurt Am Main Ge, Germany	$709M	-$104M	3	0.46%	Reduced
24	Loomis, Sayles & Company Boston, Massachusetts	$689M	-$26.2M	1	1.18%	Reduced
25	Charles Schwab San Francisco, California	$688M	+$15.6M	2	0.2%	Increased