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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	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$535M	-$698M	1	1.71%	Reduced
27	AllianceBernstein Nashville, Tennessee	$529M	+$262M	2	0.3%	Increased
28	Morgan Stanley New York	$503M	-$91.8M	3	0.12%	Reduced
29	Eaton Vance Management Boston, Massachusetts	$496M	-$29.3M	1	0.97%	Reduced
30	Ameriprise Minneapolis, Minnesota	$474M	-$46.5M	2	0.2%	Reduced
31	Janus Henderson Group London,	$459M	+$280M	2	0.23%	Increased
32	Wells Fargo San Francisco, California	$429M	-$79.9M	3	0.12%	Reduced
33	UBS AM Chicago, Illinois	$421M	+$1.64M	2	0.26%	Increased
34	Dimensional Fund Advisors Austin, Texas	$421M	+$1.4M	3	0.15%	Increased
35	Parametric Portfolio Associates Seattle, Washington	$419M	+$8.97M	2	0.31%	Increased
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$416M	+$9.46M	1	0.33%	Increased
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$382M	+$26M	3	0.25%	Increased
38	Two Sigma Advisers New York	$370M	+$464K	2	0.86%	Increased
39	Waddell & Reed Financial Overland Park, Kansas	$347M	-$62.1M	2	0.86%	Reduced
40	Stifel Financial St. Louis, Missouri	$347M	+$57.4M	2	0.72%	Increased
41	Swiss National Bank Zurich, Switzerland	$342M	-$15.1M	2	0.35%	Reduced
42	Thornburg Investment Management Santa Fe, New Mexico	$341M	-$37.1M	1	3.28%	Reduced
43	UBS Group Zurich, Switzerland	$340M	+$51M	3	0.12%	Increased
44	AQR Capital Management Greenwich, Connecticut	$312M	-$94.9M	2	0.36%	Reduced
45	New York State Common Retirement Fund Albany, New York	$263M	+$6.93M	3	0.31%	Increased
46	CIBC Private Wealth Group Atlanta, Georgia	$262M	+$595K	1	0.85%	Increased
47	Putnam Investments Boston, Massachusetts	$261M	+$21.7M	1	0.54%	Increased
48	Bank of Montreal Toronto, Ontario, Canada	$259M	+$89.3M	3	0.19%	Increased
49	California Public Employees Retirement System Sacramento, California	$253M	+$4.68M	3	0.23%	Increased
50	Allianz Asset Management Munich, Germany	$250M	-$6.62M	2	0.23%	Reduced