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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	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$579M	+$13.8M	1	0.41%	Increased
27	Morgan Stanley New York	$538M	-$29.2M	3	0.12%	Reduced
28	Eaton Vance Management Boston, Massachusetts	$482M	-$8.95M	1	0.98%	Reduced
29	Wells Fargo San Francisco, California	$460M	+$8.21M	3	0.13%	Increased
30	UBS AM Chicago, Illinois	$446M	-$5.12M	2	0.27%	Reduced
31	Janus Henderson Group London,	$446M	-$45.3M	2	0.25%	Reduced
32	Dimensional Fund Advisors Austin, Texas	$436M	+$7.17M	3	0.19%	Increased
33	Parametric Portfolio Associates Seattle, Washington	$423M	+$4.61M	2	0.32%	Increased
34	Swiss National Bank Zurich, Switzerland	$416M	+$8.03M	2	0.35%	Increased
35	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$404M	+$163M	1	6.3%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$384M	+$68.1M	3	0.29%	Increased
37	Waddell & Reed Financial Overland Park, Kansas	$381M	+$36.8M	2	0.98%	Increased
38	UBS Group Zurich, Switzerland	$380M	-$7.57M	3	0.16%	Reduced
39	Putnam Investments Boston, Massachusetts	$313M	-$12.3M	1	0.67%	Reduced
40	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$308M	-$113M	1	1.2%	Reduced
41	Credit Suisse Zurich, Switzerland	$305M	+$55.5M	2	0.22%	Increased
42	D.E. Shaw & Co New York	$298M	-$24.7M	2	0.35%	Reduced
43	Fidelity International Hamilton, Bermuda	$285M	+$162M	2	0.38%	Increased
44	Raymond James & Associates St Petersburg, Florida	$265M	+$19.1M	1	0.36%	Increased
45	CIBC Private Wealth Group Atlanta, Georgia	$261M	-$5.04M	1	1.27%	Reduced
46	Prudential Financial Newark, New Jersey	$253M	+$32.9M	1	0.48%	Increased
47	DZ Bank Frankfurt Am Main, Germany	$252M	+$202M	1	0.68%	Increased
48	Allianz Asset Management Munich, Germany	$248M	+$12.2M	1	0.29%	Increased
49	New York State Common Retirement Fund Albany, New York	$243M	-$16.7M	3	0.31%	Reduced
50	Thornburg Investment Management Santa Fe, New Mexico	$241M	-$26.3M	1	3.09%	Reduced