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 |
Putnam Investments
Boston,
Massachusetts
| $675M | -$5.08M | 2 | 1.03% | Reduced |
|
| 27 |
Primecap Management
Pasadena,
California
| $656M | -$9.22M | 2 | 0.55% | Reduced |
|
| 28 |
Dimensional Fund Advisors
Austin,
Texas
| $640M | -$16.3M | 3 | 0.21% | Reduced |
|
| 29 |
Goldman Sachs
New York
| $631M | +$90.4M | 3 | 0.13% | Increased |
|
| 30 |
Barclays
London,
United Kingdom
| $588M | +$214M | 2 | 0.37% | Increased |
|
| 31 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $585M | +$2.1M | 2 | 0.16% | Increased |
|
| 32 |
UBS Group
Zurich,
Switzerland
| $544M | -$6.68M | 3 | 0.19% | Reduced |
|
| 33 |
VanEck Associates
New York
| $519M | +$60.5M | 2 | 1.14% | Increased |
|
| 34 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $501M | +$57.2M | 1 | 1.92% | Increased |
|
| 35 |
JP Morgan Chase
New York
| $460M | -$73.1M | 3 | 0.05% | Reduced |
|
| 36 |
Nuveen
Charlotte,
North Carolina
| $433M | -$115M | 2 | 0.15% | Reduced |
|
| 37 |
Wells Fargo
San Francisco,
California
| $425M | -$34.5M | 3 | 0.12% | Reduced |
|
| 38 |
Swiss National Bank
Zurich,
Switzerland
| $402M | -$51.4M | 2 | 0.32% | Reduced |
|
| 39 |
Two Sigma Advisers
New York
| $396M | +$378M | 3 | 1.01% | Increased |
|
| 40 |
Bank of Montreal
Toronto,
Ontario, Canada
| $385M | -$4.99M | 1 | 0.13% | Reduced |
|
| 41 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $378M | -$4.67M | 1 | 0.31% | Reduced |
|
| 42 |
Boston Partners
Boston,
Massachusetts
| $333M | -$9.5M | 1 | 0.46% | Reduced |
|
| 43 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| $331M | +$31.3M | 1 | 3.16% | Increased |
|
| 44 |
First Trust Advisors
Wheaton,
Illinois
| $325M | +$77.2M | 2 | 0.39% | Increased |
|
| 45 |
HSBC Holdings
London,
United Kingdom
| $324M | -$6.13M | 2 | 0.34% | Reduced |
|
| 46 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| $317M | +$890K | 1 | 1.87% | Increased |
|
| 47 |
Credit Suisse
Zurich,
Switzerland
| $312M | -$23.9K | 2 | 0.32% | Reduced |
|
| 48 |
UIA
UG Investment Advisers
Taipei,
Taiwan
| $297M | +$232M | 1 | 55.32% | Increased |
|
| 49 |
Raymond James & Associates
St Petersburg,
Florida
| $293M | -$18.1M | 2 | 0.25% | Reduced |
|
| 50 |
Axa
Paris,
France
| $284M | -$38M | 2 | 1% | Reduced |
|