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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	$722M	+$21.7M	3	0.23%	Increased
27	Primecap Management Pasadena, California	$714M	-$58.5M	2	0.6%	Reduced
28	Royal Bank of Canada Toronto, Ontario, Canada	$627M	-$29.8M	3	0.16%	Reduced
29	UBS Group Zurich, Switzerland	$591M	+$34.2M	4	0.2%	Increased
30	Goldman Sachs New York	$586M	+$25M	3	0.13%	Increased
31	Nuveen Charlotte, North Carolina	$585M	-$14.3M	2	0.2%	Reduced
32	JP Morgan Chase New York	$572M	-$320M	3	0.06%	Reduced
33	VanEck Associates New York	$494M	+$48M	2	1.08%	Increased
34	Wells Fargo San Francisco, California	$492M	-$14.6M	3	0.14%	Reduced
35	Swiss National Bank Zurich, Switzerland	$486M	-$48.3M	2	0.33%	Reduced
36	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$478M	+$137M	1	1.78%	Increased
37	DZ Bank Frankfurt Am Main, Germany	$414M	+$23.9M	1	0.62%	Increased
38	Barclays London, United Kingdom	$411M	+$51.7M	2	0.26%	Increased
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$410M	-$51.5M	1	0.32%	Reduced
40	Bank of Montreal Toronto, Ontario, Canada	$391M	+$16.9M	2	0.14%	Increased
41	Boston Partners Boston, Massachusetts	$367M	-$181M	1	0.49%	Reduced
42	Axa Paris, France	$356M	-$2.65M	2	1.18%	Reduced
43	HSBC Holdings London, United Kingdom	$354M	+$40.4M	2	0.36%	Increased
44	Credit Suisse Zurich, Switzerland	$352M	-$24.1M	2	0.35%	Reduced
45	Millennium Management New York	$339M	+$129M	3	0.17%	Increased
46	Beutel, Goodman & Co Toronto, Ontario, Canada	$338M	+$88.8M	1	1.9%	Increased
47	Raymond James & Associates St Petersburg, Florida	$333M	-$2.12M	2	0.27%	Reduced
48	EdgePoint Investment Group Toronto, Ontario, Canada	$322M	+$146M	1	2.89%	Increased
49	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$314M	+$44.8M	2	0.37%	Increased
50	Stifel Financial St. Louis, Missouri	$284M	-$23.2M	2	0.39%	Reduced