← All themes Artificial Intelligence

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	UBS AM Chicago, Illinois	$1.03B	-$200M	2	0.37%	Reduced
27	Loomis, Sayles & Company Boston, Massachusetts	$1.02B	-$16.7M	1	1.46%	Reduced
28	VanEck Associates New York	$997M	+$235M	2	1.51%	Increased
29	Royal Bank of Canada Toronto, Ontario, Canada	$917M	-$26.3M	3	0.21%	Reduced
30	JP Morgan Chase New York	$894M	+$170M	3	0.08%	Increased
31	Primecap Management Pasadena, California	$867M	-$15.8M	2	0.65%	Reduced
32	Dimensional Fund Advisors Austin, Texas	$832M	-$140M	3	0.23%	Reduced
33	Goldman Sachs New York	$807M	-$88.1M	2	0.14%	Reduced
34	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$790M	+$18.4M	1	2.66%	Increased
35	California Public Employees Retirement System Sacramento, California	$687M	+$109M	1	0.48%	Increased
36	Nuveen Charlotte, North Carolina	$670M	-$55.5M	2	0.2%	Reduced
37	Neuberger Berman Group New York	$651M	-$102M	2	0.54%	Reduced
38	Rafferty Asset Management New York	$628M	+$111M	2	2.34%	Increased
39	First Trust Advisors Wheaton, Illinois	$625M	+$46.8M	2	0.63%	Increased
40	HSBC Holdings London, United Kingdom	$621M	+$130M	2	0.42%	Increased
41	Coatue Management New York	$620M	+$566M	1	2.43%	New
42	Citigroup New York	$610M	+$221M	2	0.4%	Increased
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$589M	+$4.05M	1	0.4%	Increased
44	Wells Fargo San Francisco, California	$575M	+$584K	3	0.14%	Increased
45	Swiss National Bank Zurich, Switzerland	$571M	-$21.9M	2	0.4%	Reduced
46	BNP Paribas Financial Markets Paris, France	$499M	+$86.4M	3	0.44%	Increased
47	Bank of Montreal Toronto, Ontario, Canada	$499M	+$47.4M	3	0.15%	Increased
48	Beutel, Goodman & Co Toronto, Ontario, Canada	$488M	+$6.29M	1	2.51%	Increased
49	Credit Suisse Zurich, Switzerland	$476M	-$9.11M	2	0.46%	Reduced
50	LSV Asset Management Chicago, Illinois	$465M	+$28.2M	1	0.96%	Increased