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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	$605M	+$23.7M	3	0.23%	Increased
27	Royal Bank of Canada Toronto, Ontario, Canada	$580M	-$63.7M	3	0.18%	Reduced
28	Boston Partners Boston, Massachusetts	$579M	+$3.15M	1	0.85%	Increased
29	Swiss National Bank Zurich, Switzerland	$553M	-$4.61M	2	0.4%	Reduced
30	Eaton Vance Management Boston, Massachusetts	$490M	-$31.9M	2	0.73%	Reduced
31	Wells Fargo San Francisco, California	$485M	-$15.1M	3	0.16%	Reduced
32	UBS Group Zurich, Switzerland	$478M	+$69M	3	0.21%	Increased
33	Goldman Sachs New York	$471M	-$158M	3	0.12%	Reduced
34	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$446M	-$5.89M	1	0.37%	Reduced
35	Bank of Montreal Toronto, Ontario, Canada	$435M	-$60.1M	2	0.19%	Reduced
36	Putnam Investments Boston, Massachusetts	$411M	+$8.13M	2	0.78%	Increased
37	Nuveen Charlotte, North Carolina	$401M	-$18.9M	2	0.16%	Reduced
38	Susquehanna International Group Bala Cynwyd, Pennsylvania	$398M	+$215M	2	0.1%	Increased
39	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$377M	$0	1	7.21%	Maintained
40	Alkeon Capital Management New York	$367M	-$135M	1	1.19%	Reduced
41	VanEck Associates New York	$341M	-$25.5M	1	1.02%	Reduced
42	Axa Paris, France	$328M	-$16M	2	1.29%	Reduced
43	Raymond James & Associates St Petersburg, Florida	$327M	-$3.29M	2	0.33%	Reduced
44	Los Angeles Capital Management Los Angeles, California	$319M	-$67.5M	1	1.65%	Reduced
45	Stifel Financial St. Louis, Missouri	$308M	-$1.66M	2	0.5%	Reduced
46	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$307M	-$2.04M	1	0.46%	Reduced
47	Barclays London, United Kingdom	$298M	+$26.8M	3	0.33%	Increased
48	California Public Employees Retirement System Sacramento, California	$293M	+$54.4M	2	0.27%	Increased
49	First Trust Advisors Wheaton, Illinois	$288M	+$16.9M	2	0.37%	Increased
50	Allianz Asset Management Munich, Germany	$286M	-$16.9M	2	0.58%	Reduced