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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	Eaton Vance Management Boston, Massachusetts	$456M	+$6.91M	1	0.98%	Increased
27	Goldman Sachs New York	$456M	-$61.3M	3	0.13%	Reduced
28	Ameriprise Minneapolis, Minnesota	$453M	-$23.4M	2	0.2%	Reduced
29	Wells Fargo San Francisco, California	$445M	+$16.9M	3	0.13%	Increased
30	Dimensional Fund Advisors Austin, Texas	$372M	+$6.93M	3	0.14%	Increased
31	UBS AM Chicago, Illinois	$363M	+$35.6M	2	0.24%	Increased
32	Waddell & Reed Financial Overland Park, Kansas	$359M	-$82.9M	2	0.93%	Reduced
33	AQR Capital Management Greenwich, Connecticut	$357M	+$186M	2	0.42%	Increased
34	Parametric Portfolio Associates Seattle, Washington	$355M	-$8.53M	2	0.29%	Reduced
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$351M	+$364K	1	0.3%	Increased
36	Thornburg Investment Management Santa Fe, New Mexico	$329M	-$21.8M	1	3.17%	Reduced
37	Two Sigma Advisers New York	$320M	+$62.9M	2	0.78%	Increased
38	Swiss National Bank Zurich, Switzerland	$310M	+$5.31M	2	0.33%	Increased
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$309M	-$32.6M	3	0.21%	Reduced
40	Stifel Financial St. Louis, Missouri	$248M	+$2.26M	2	0.63%	Increased
41	UBS Group Zurich, Switzerland	$247M	-$38.1M	3	0.1%	Reduced
42	Axa Paris, France	$242M	-$27.6M	2	0.96%	Reduced
43	CIBC Private Wealth Group Atlanta, Georgia	$226M	-$2.14M	1	0.79%	Reduced
44	Raymond James & Associates St Petersburg, Florida	$223M	+$54M	1	0.31%	Increased
45	Allianz Asset Management Munich, Germany	$223M	+$30.1M	2	0.22%	Increased
46	New York State Common Retirement Fund Albany, New York	$223M	+$1.02M	3	0.28%	Increased
47	AllianceBernstein Nashville, Tennessee	$219M	-$39.5M	2	0.14%	Reduced
48	California Public Employees Retirement System Sacramento, California	$215M	+$42.3M	3	0.21%	Increased
49	Putnam Investments Boston, Massachusetts	$206M	+$34.4M	1	0.46%	Increased
50	Fidelity International Hamilton, Bermuda	$195M	-$116M	2	0.29%	Reduced