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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	Eaton Vance Management Boston, Massachusetts	$1.04B	+$47.7M	2	1.27%	Increased
27	Barclays London, United Kingdom	$1.03B	+$451M	2	0.39%	Increased
28	Dimensional Fund Advisors Austin, Texas	$973M	-$5.55M	3	0.29%	Reduced
29	Alkeon Capital Management New York	$970M	+$849M	1	1.8%	New
30	UBS AM Chicago, Illinois	$946M	-$72.4M	2	0.36%	Reduced
31	Boston Partners Boston, Massachusetts	$834M	+$31.6M	1	1%	Increased
32	Wells Fargo San Francisco, California	$825M	-$92M	3	0.21%	Reduced
33	Parametric Portfolio Associates Seattle, Washington	$802M	+$25.6M	2	0.41%	Increased
34	Swiss National Bank Zurich, Switzerland	$800M	-$27.7M	2	0.48%	Reduced
35	Goldman Sachs New York	$797M	-$52M	2	0.16%	Reduced
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$795M	+$72.3M	1	0.48%	Increased
37	Janus Henderson Group London,	$780M	-$143M	2	0.33%	Reduced
38	Bank of Montreal Toronto, Ontario, Canada	$746M	+$114M	2	0.4%	Increased
39	UBS Group Zurich, Switzerland	$662M	-$88.7M	3	0.19%	Reduced
40	Putnam Investments Boston, Massachusetts	$616M	+$7.32M	2	0.88%	Increased
41	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$610M	$0	1	6.79%	Maintained
42	HSBC Holdings London, United Kingdom	$603M	-$1.26M	2	0.56%	Reduced
43	D.E. Shaw & Co New York	$599M	-$59.7M	2	0.5%	Reduced
44	Fred Alger Management New York	$591M	+$134M	1	1.48%	Increased
45	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$589M	-$3.54M	2	0.59%	Reduced
46	Citigroup New York	$577M	+$60.2M	2	0.31%	Increased
47	Allianz Asset Management Munich, Germany	$569M	-$101M	2	0.39%	Reduced
48	Axa Paris, France	$533M	-$935K	2	1.36%	Reduced
49	Los Angeles Capital Management Los Angeles, California	$507M	+$51.8M	2	1.89%	Increased
50	Raymond James & Associates St Petersburg, Florida	$506M	-$25M	2	0.41%	Reduced