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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	Goldman Sachs New York	$736M	+$13.4M	3	0.19%	Increased
27	Charles Schwab San Francisco, California	$719M	-$586M	3	0.26%	Reduced
28	UBS AM Chicago, Illinois	$718M	+$58.1M	2	0.32%	Increased
29	Wells Fargo San Francisco, California	$710M	+$23.7M	3	0.16%	Increased
30	Eaton Vance Management Boston, Massachusetts	$689M	-$18.9M	2	1.02%	Reduced
31	Dimensional Fund Advisors Austin, Texas	$682M	+$2.7M	3	0.23%	Increased
32	Parametric Portfolio Associates Seattle, Washington	$644M	+$541K	2	0.37%	Increased
33	Susquehanna International Group Bala Cynwyd, Pennsylvania	$638M	+$444M	2	0.1%	Increased
34	UBS Group Zurich, Switzerland	$624M	+$125M	3	0.21%	Increased
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$611M	-$103M	1	0.38%	Reduced
36	Ameriprise Minneapolis, Minnesota	$609M	-$27.9M	2	0.2%	Reduced
37	Capital International Investors Los Angeles, California	$599M	-$207M	1	0.15%	Reduced
38	Swiss National Bank Zurich, Switzerland	$585M	+$13M	2	0.39%	Increased
39	HSBC Holdings London, United Kingdom	$508M	+$291M	1	0.6%	Increased
40	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$443M	$0	1	5.11%	Maintained
41	Putnam Investments Boston, Massachusetts	$441M	-$323M	1	0.74%	Reduced
42	Barclays London, United Kingdom	$422M	+$172M	3	0.23%	Increased
43	Citigroup New York	$398M	+$151M	3	0.26%	Increased
44	Pictet Asset Management (UK) London, United Kingdom	$385M	+$75.4M	2	0.46%	Increased
45	Fred Alger Management New York	$375M	-$203M	1	0.98%	Reduced
46	Raymond James & Associates St Petersburg, Florida	$373M	-$3.22M	1	0.38%	Reduced
47	Renaissance Technologies New York	$365M	+$261M	3	0.45%	Increased
48	Waddell & Reed Financial Overland Park, Kansas	$360M	-$118M	2	0.74%	Reduced
49	California Public Employees Retirement System Sacramento, California	$353M	-$11.2M	3	0.27%	Reduced
50	Axa Paris, France	$342M	+$7.45M	2	1.04%	Increased