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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	Royal Bank of Canada Toronto, Ontario, Canada	$715M	-$46.8M	2	0.21%	Reduced
27	Goldman Sachs New York	$679M	+$134M	3	0.17%	Increased
28	Dimensional Fund Advisors Austin, Texas	$664M	+$15.3M	3	0.24%	Increased
29	Boston Partners Boston, Massachusetts	$655M	+$57.2M	1	0.92%	Increased
30	Swiss National Bank Zurich, Switzerland	$630M	+$4.83M	2	0.43%	Increased
31	Eaton Vance Management Boston, Massachusetts	$584M	-$34.6M	2	0.82%	Reduced
32	Wells Fargo San Francisco, California	$563M	-$35.7M	3	0.17%	Reduced
33	Alkeon Capital Management New York	$541M	+$18.3M	1	1.46%	Increased
34	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$510M	-$33.5M	1	0.39%	Reduced
35	UBS Group Zurich, Switzerland	$477M	+$3.58M	2	0.2%	Increased
36	HSBC Holdings London, United Kingdom	$475M	+$114M	2	0.66%	Increased
37	Nuveen Charlotte, North Carolina	$471M	-$87.1M	2	0.18%	Reduced
38	Bank of Montreal Toronto, Ontario, Canada	$459M	+$97.3M	2	0.21%	Increased
39	Putnam Investments Boston, Massachusetts	$457M	-$12.1M	2	0.82%	Reduced
40	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$426M	$0	1	9.66%	Maintained
41	Los Angeles Capital Management Los Angeles, California	$423M	+$48.9M	1	2.08%	Increased
42	VanEck Associates New York	$410M	+$12.6M	1	1.09%	Increased
43	Axa Paris, France	$386M	+$28.5M	2	1.43%	Increased
44	D.E. Shaw & Co New York	$374M	-$2.53M	3	0.44%	Reduced
45	Raymond James & Associates St Petersburg, Florida	$372M	+$851K	2	0.36%	Increased
46	Stifel Financial St. Louis, Missouri	$350M	-$19.4M	2	0.55%	Reduced
47	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$349M	-$11.3M	1	0.48%	Reduced
48	Neuberger Berman Group New York	$346M	+$24.3M	2	0.35%	Increased
49	Allianz Asset Management Munich, Germany	$339M	-$86.3M	2	0.32%	Reduced
50	Credit Suisse Zurich, Switzerland	$312M	+$61M	2	0.32%	Increased