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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
26	Wellington Management Group Boston, Massachusetts	$1.13B	-$413M	1	0.2%	Reduced
27	Vanguard Fiduciary Trust Malvern, Pennsylvania	$1.12B	-$21.4M	4	0.25%	Reduced
28	Aristotle Capital Management Los Angeles, California	$1.03B	-$84.8M	1	2.16%	Reduced
29	Citigroup New York	$978M	-$199M	4	0.32%	Reduced
30	SG Americas Securities New York	$861M	+$738M	2	0.48%	Increased
31	Fidelity Investments Boston, Massachusetts	$839M	-$586M	4	0.04%	Reduced
32	HSBC Holdings London, United Kingdom	$696M	-$115M	1	0.29%	Reduced
33	Victory Capital Management San Antonio, Texas	$661M	+$181M	2	0.37%	Increased
34	Wells Fargo San Francisco, California	$652M	-$6.1M	4	0.11%	Reduced
35	Royal Bank of Canada Toronto, Ontario, Canada	$652M	-$241M	4	0.1%	Reduced
36	LSV Asset Management Chicago, Illinois	$638M	-$61.8M	1	1.16%	Reduced
37	Rafferty Asset Management New York	$622M	+$123M	1	1.42%	Increased
38	Nuveen Charlotte, North Carolina	$618M	-$20.2M	4	0.15%	Reduced
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$580M	-$11.4M	1	0.33%	Reduced
40	First Trust Advisors Wheaton, Illinois	$570M	-$183M	2	0.34%	Reduced
41	Swiss National Bank Zurich, Switzerland	$563M	-$20.4M	2	0.29%	Reduced
42	Jane Street New York	$553M	+$494M	2	0.05%	Increased
43	AllianceBernstein Nashville, Tennessee	$545M	-$390M	4	0.18%	Reduced
44	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$542M	+$146M	3	0.3%	Increased
45	Mitsubishi UFJ Asset Management Tokyo, Japan	$521M	+$37.9M	2	0.29%	Increased
46	Raymond James Financial St Petersburg, Florida	$515M	-$118M	2	0.14%	Reduced
47	Susquehanna International Group Bala Cynwyd, Pennsylvania	$503M	+$412M	4	0.04%	Increased
48	BNP Paribas Financial Markets Paris, France	$502M	+$47.2M	4	0.17%	Increased
49	National Bank of Canada Montreal, Quebec, Canada	$490M	+$311M	1	0.35%	Increased
50	American Century Companies Kansas City, Missouri	$480M	+$242M	3	0.21%	Increased