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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	Dimensional Fund Advisors Austin, Texas	$792M	+$18.2M	3	0.24%	Increased
27	Swiss National Bank Zurich, Switzerland	$750M	+$95.4M	2	0.42%	Increased
28	Eaton Vance Management Boston, Massachusetts	$750M	-$98.5M	2	0.86%	Reduced
29	Wells Fargo San Francisco, California	$715M	+$30.8M	3	0.18%	Increased
30	Boston Partners Boston, Massachusetts	$713M	+$20M	1	0.86%	Increased
31	Nuveen Charlotte, North Carolina	$677M	-$722M	2	0.22%	Reduced
32	Goldman Sachs New York	$665M	+$9.13M	3	0.14%	Increased
33	Parametric Portfolio Associates Seattle, Washington	$657M	-$9.54M	2	0.35%	Reduced
34	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$648M	-$18.5M	1	0.43%	Reduced
35	Alkeon Capital Management New York	$627M	-$202M	1	1.26%	Reduced
36	UBS Group Zurich, Switzerland	$567M	+$17.7M	2	0.19%	Increased
37	Putnam Investments Boston, Massachusetts	$561M	+$50.6M	2	0.85%	Increased
38	Barclays London, United Kingdom	$549M	-$342M	3	0.43%	Reduced
39	Allianz Asset Management Munich, Germany	$513M	+$67.3M	2	0.38%	Increased
40	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$510M	$0	1	6.12%	Maintained
41	Janus Henderson Group London,	$494M	-$150M	3	0.24%	Reduced
42	VanEck Associates New York	$476M	+$103M	1	0.98%	Increased
43	Susquehanna International Group Bala Cynwyd, Pennsylvania	$474M	+$94M	2	0.08%	Increased
44	D.E. Shaw & Co New York	$452M	-$38.1M	3	0.42%	Reduced
45	Los Angeles Capital Management Los Angeles, California	$451M	+$31M	2	1.77%	Increased
46	Axa Paris, France	$446M	+$33.6M	2	1.27%	Increased
47	Raymond James & Associates St Petersburg, Florida	$445M	+$25.3M	2	0.38%	Increased
48	Stifel Financial St. Louis, Missouri	$441M	+$69.8M	2	0.6%	Increased
49	HSBC Holdings London, United Kingdom	$435M	-$75.3M	2	0.53%	Reduced
50	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$430M	-$68.1M	2	0.49%	Reduced