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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	Ameriprise Minneapolis, Minnesota	$704M	+$78M	2	0.22%	Increased
27	Dimensional Fund Advisors Austin, Texas	$700M	+$7.86M	3	0.23%	Increased
28	Eaton Vance Management Boston, Massachusetts	$697M	-$4.08M	2	0.97%	Reduced
29	Janus Henderson Group London,	$670M	-$50.2M	2	0.29%	Reduced
30	Wells Fargo San Francisco, California	$657M	+$7.69M	3	0.14%	Increased
31	Goldman Sachs New York	$607M	+$72.9M	2	0.13%	Increased
32	Swiss National Bank Zurich, Switzerland	$588M	-$24.1M	2	0.37%	Reduced
33	Boston Partners Boston, Massachusetts	$562M	+$237M	1	0.71%	Increased
34	Parametric Portfolio Associates Seattle, Washington	$546M	-$115M	2	0.31%	Reduced
35	Capital International Investors Los Angeles, California	$541M	+$12.7M	1	0.12%	Increased
36	UBS Group Zurich, Switzerland	$539M	+$101M	2	0.17%	Increased
37	Renaissance Technologies New York	$514M	+$136M	3	0.66%	Increased
38	Susquehanna International Group Bala Cynwyd, Pennsylvania	$513M	+$230M	3	0.07%	Increased
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$503M	-$39.5M	1	0.31%	Reduced
40	Allianz Asset Management Munich, Germany	$488M	+$193M	2	0.38%	Increased
41	Bank of Montreal Toronto, Ontario, Canada	$481M	+$81.2M	1	0.22%	Increased
42	D.E. Shaw & Co New York	$473M	-$344M	2	0.43%	Reduced
43	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$430M	$0	1	4.9%	Maintained
44	Putnam Investments Boston, Massachusetts	$429M	-$3.64M	1	0.66%	Reduced
45	HSBC Holdings London, United Kingdom	$427M	-$113M	2	0.43%	Reduced
46	Two Sigma Advisers New York	$426M	-$11.7M	2	1.1%	Reduced
47	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$418M	+$460M	2	0.46%	New
48	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$417M	-$411M	1	48.62%	Reduced
49	Axa Paris, France	$383M	+$18M	2	1.07%	Increased
50	Raymond James & Associates St Petersburg, Florida	$377M	-$2.15M	2	0.34%	Reduced