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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	Charles Schwab San Francisco, California	$788M	+$13.3M	3	0.26%	Increased
27	UBS AM Chicago, Illinois	$787M	+$12.2M	2	0.34%	Increased
28	Janus Henderson Group London,	$762M	-$140M	2	0.33%	Reduced
29	Eaton Vance Management Boston, Massachusetts	$752M	+$8.67M	2	1.01%	Increased
30	Dimensional Fund Advisors Austin, Texas	$726M	-$6.69M	3	0.23%	Reduced
31	Wells Fargo San Francisco, California	$717M	-$45.5M	3	0.16%	Reduced
32	Parametric Portfolio Associates Seattle, Washington	$717M	+$21.5M	2	0.4%	Increased
33	Ameriprise Minneapolis, Minnesota	$698M	+$39.6M	2	0.22%	Increased
34	Swiss National Bank Zurich, Switzerland	$670M	+$38.1M	2	0.41%	Increased
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$597M	-$58.2M	1	0.35%	Reduced
36	Capital International Investors Los Angeles, California	$587M	-$55.8M	1	0.13%	Reduced
37	HSBC Holdings London, United Kingdom	$585M	+$36.3M	2	0.62%	Increased
38	Goldman Sachs New York	$583M	-$198M	3	0.13%	Reduced
39	UBS Group Zurich, Switzerland	$494M	-$169M	3	0.16%	Reduced
40	Putnam Investments Boston, Massachusetts	$479M	+$3.04M	1	0.74%	Increased
41	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$477M	$0	1	5.21%	Maintained
42	Two Sigma Advisers New York	$468M	+$156M	2	1.23%	Increased
43	Barclays London, United Kingdom	$459M	+$3.8M	3	0.22%	Increased
44	Citigroup New York	$440M	+$10.3M	3	0.26%	Increased
45	Raymond James & Associates St Petersburg, Florida	$420M	+$17.1M	2	0.38%	Increased
46	Renaissance Technologies New York	$411M	+$18.8M	3	0.51%	Increased
47	Bank of Montreal Toronto, Ontario, Canada	$396M	+$69M	1	0.2%	Increased
48	Pictet Asset Management (UK) London, United Kingdom	$390M	-$23.2M	2	0.42%	Reduced
49	Boston Partners Boston, Massachusetts	$384M	+$364M	1	0.49%	New
50	Axa Paris, France	$374M	+$5.51M	2	1.06%	Increased