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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	$739M	+$727M	3	0.25%	New
27	Putnam Investments Boston, Massachusetts	$726M	+$268M	2	1.16%	Increased
28	Royal Bank of Canada Toronto, Ontario, Canada	$704M	+$41.5M	3	0.2%	Increased
29	Fidelity International Hamilton, Bermuda	$641M	+$114M	1	0.74%	Increased
30	Nuveen Charlotte, North Carolina	$641M	+$79.8M	2	0.24%	Increased
31	Goldman Sachs New York	$599M	+$29.1M	2	0.14%	Increased
32	UBS Group Zurich, Switzerland	$595M	-$61.3M	4	0.22%	Reduced
33	Boston Partners Boston, Massachusetts	$591M	-$84.9M	1	0.81%	Reduced
34	Swiss National Bank Zurich, Switzerland	$574M	-$15.1M	2	0.39%	Reduced
35	Wells Fargo San Francisco, California	$543M	+$5.11M	3	0.16%	Increased
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$497M	-$4.26M	1	0.37%	Reduced
37	VanEck Associates New York	$477M	+$45.7M	1	1.09%	Increased
38	DZ Bank Frankfurt Am Main, Germany	$417M	+$32M	1	0.69%	Increased
39	Credit Suisse Zurich, Switzerland	$396M	-$20.9M	2	0.4%	Reduced
40	Barclays London, United Kingdom	$383M	-$271M	2	0.18%	Reduced
41	Axa Paris, France	$378M	+$33.2M	2	1.3%	Increased
42	Bank of Montreal Toronto, Ontario, Canada	$369M	-$72.5M	1	0.15%	Reduced
43	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$360M	+$5.13M	1	1.39%	Increased
44	Raymond James & Associates St Petersburg, Florida	$359M	-$3.52M	2	0.31%	Reduced
45	HSBC Holdings London, United Kingdom	$334M	-$13.7M	2	0.4%	Reduced
46	Stifel Financial St. Louis, Missouri	$330M	-$11M	2	0.47%	Reduced
47	Alkeon Capital Management New York	$325M	-$48M	1	0.72%	Reduced
48	Neuberger Berman Group New York	$319M	+$53.7M	2	0.3%	Increased
49	CIBC Private Wealth Group Atlanta, Georgia	$308M	+$2.83M	1	0.68%	Increased
50	California Public Employees Retirement System Sacramento, California	$293M	-$39.2M	2	0.26%	Reduced