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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	$854M	+$22.6M	3	0.25%	Increased
27	Royal Bank of Canada Toronto, Ontario, Canada	$808M	+$39.8M	3	0.19%	Increased
28	Goldman Sachs New York	$774M	-$39.2M	2	0.14%	Reduced
29	Primecap Management Pasadena, California	$756M	-$84.5M	2	0.6%	Reduced
30	Neuberger Berman Group New York	$658M	+$261M	2	0.29%	Increased
31	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$657M	+$4.19M	1	2.31%	Increased
32	VanEck Associates New York	$632M	-$37.7M	2	1.15%	Reduced
33	Nuveen Charlotte, North Carolina	$627M	+$54.9M	2	0.2%	Increased
34	UBS Group Zurich, Switzerland	$626M	-$70.5M	3	0.19%	Reduced
35	JP Morgan Chase New York	$607M	+$7.96M	3	0.06%	Increased
36	Swiss National Bank Zurich, Switzerland	$509M	-$12M	2	0.37%	Reduced
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$499M	+$5.42M	1	0.37%	Increased
38	First Trust Advisors Wheaton, Illinois	$493M	+$60.7M	2	0.54%	Increased
39	Wells Fargo San Francisco, California	$492M	-$53M	3	0.13%	Reduced
40	California Public Employees Retirement System Sacramento, California	$485M	+$135M	2	0.37%	Increased
41	Two Sigma Advisers New York	$458M	-$45.4M	2	1.07%	Reduced
42	Rafferty Asset Management New York	$432M	+$111M	2	1.82%	Increased
43	Credit Suisse Zurich, Switzerland	$429M	+$24.6M	2	0.41%	Increased
44	Beutel, Goodman & Co Toronto, Ontario, Canada	$411M	-$1.31M	1	2.18%	Reduced
45	Pacer Advisors Malvern, Pennsylvania	$410M	+$329M	2	1.16%	Increased
46	HSBC Holdings London, United Kingdom	$409M	-$10.3M	2	0.36%	Reduced
47	Capital International Investors Los Angeles, California	$400M	-$705M	1	0.09%	Reduced
48	Millennium Management New York	$393M	+$53.4M	2	0.17%	Increased
49	Bank of Montreal Toronto, Ontario, Canada	$387M	+$14.1M	1	0.12%	Increased
50	Raymond James & Associates St Petersburg, Florida	$378M	-$2.88M	2	0.28%	Reduced