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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	Janus Henderson Group London,	$906M	-$29.5M	2	0.42%	Reduced
27	Putnam Investments Boston, Massachusetts	$848M	+$334M	1	1.51%	Increased
28	Goldman Sachs New York	$822M	+$65.9M	3	0.21%	Increased
29	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$811M	-$112M	1	0.52%	Reduced
30	Eaton Vance Management Boston, Massachusetts	$804M	+$4.01M	2	1.26%	Increased
31	Wells Fargo San Francisco, California	$789M	+$71.3M	3	0.19%	Increased
32	Dimensional Fund Advisors Austin, Texas	$763M	+$15.3M	3	0.28%	Increased
33	UBS AM Chicago, Illinois	$763M	+$48.8M	2	0.36%	Increased
34	Parametric Portfolio Associates Seattle, Washington	$738M	+$10.2M	3	0.46%	Increased
35	Ameriprise Minneapolis, Minnesota	$729M	-$281M	2	0.26%	Reduced
36	Capital World Investors Los Angeles, California	$690M	-$800M	1	0.13%	Reduced
37	Swiss National Bank Zurich, Switzerland	$656M	-$16.5M	2	0.47%	Reduced
38	Allianz Asset Management Munich, Germany	$647M	+$379M	1	0.64%	Increased
39	Fred Alger Management New York	$646M	+$182M	1	1.68%	Increased
40	DZ Bank Frankfurt Am Main, Germany	$590M	+$25.4M	1	1.19%	Increased
41	UBS Group Zurich, Switzerland	$585M	-$24.7M	3	0.2%	Reduced
42	Wellington Management Group Boston, Massachusetts	$571M	+$306M	1	0.11%	Increased
43	Waddell & Reed Financial Overland Park, Kansas	$534M	-$135M	2	1.13%	Reduced
44	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$508M	$0	1	5.5%	Maintained
45	Bank of Montreal Toronto, Ontario, Canada	$476M	+$121M	3	0.31%	Increased
46	Lord, Abbett & Co Jersey City, New Jersey	$453M	+$99.9M	1	1.2%	Increased
47	Raymond James & Associates St Petersburg, Florida	$432M	-$3.1M	1	0.47%	Reduced
48	California Public Employees Retirement System Sacramento, California	$415M	+$12.7M	3	0.32%	Increased
49	Credit Suisse Zurich, Switzerland	$411M	+$11.2M	2	0.2%	Increased
50	CIBC Private Wealth Group Atlanta, Georgia	$404M	-$87.1M	1	1.07%	Reduced