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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	Boston Partners Boston, Massachusetts	$593M	+$24.8M	1	0.8%	Increased
27	Royal Bank of Canada Toronto, Ontario, Canada	$571M	+$5.62M	2	0.16%	Increased
28	Barclays London, United Kingdom	$571M	+$298M	3	0.26%	Increased
29	UBS Group Zurich, Switzerland	$567M	+$108M	4	0.21%	Increased
30	Swiss National Bank Zurich, Switzerland	$509M	-$33.8M	2	0.37%	Reduced
31	Goldman Sachs New York	$494M	+$31.7M	3	0.12%	Increased
32	Nuveen Charlotte, North Carolina	$484M	+$94.7M	2	0.19%	Increased
33	Wells Fargo San Francisco, California	$464M	-$9.46M	3	0.14%	Reduced
34	Bank of Montreal Toronto, Ontario, Canada	$458M	+$17.4M	2	0.2%	Increased
35	Fidelity International Hamilton, Bermuda	$452M	+$387M	1	0.54%	Increased
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$432M	-$2.34M	1	0.34%	Reduced
37	Putnam Investments Boston, Massachusetts	$388M	-$12.6M	2	0.68%	Reduced
38	Credit Suisse Zurich, Switzerland	$371M	+$103M	2	0.39%	Increased
39	VanEck Associates New York	$370M	+$40.5M	1	0.96%	Increased
40	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$367M	$0	1	7%	Maintained
41	DZ Bank Frankfurt Am Main, Germany	$331M	+$283M	1	0.56%	Increased
42	Alkeon Capital Management New York	$323M	-$37M	1	1.25%	Reduced
43	Raymond James & Associates St Petersburg, Florida	$313M	-$5.6M	2	0.29%	Reduced
44	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$306M	+$143M	1	1.15%	Increased
45	Axa Paris, France	$305M	-$30.8M	2	1.1%	Reduced
46	HSBC Holdings London, United Kingdom	$299M	+$91.8M	1	0.34%	Increased
47	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$298M	-$254K	2	0.43%	Reduced
48	Stifel Financial St. Louis, Missouri	$295M	-$6.09M	2	0.44%	Reduced
49	First Trust Advisors Wheaton, Illinois	$290M	+$8.17M	2	0.35%	Increased
50	California Public Employees Retirement System Sacramento, California	$288M	+$219K	2	0.25%	Increased