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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	JP Morgan Chase New York	$1.32B	+$255M	3	0.11%	Increased
27	Goldman Sachs New York	$1.26B	+$291M	2	0.21%	Increased
28	Loomis, Sayles & Company Boston, Massachusetts	$1.22B	+$11.9M	1	1.68%	Increased
29	VanEck Associates New York	$1.15B	-$23.5M	2	1.63%	Reduced
30	Coatue Management New York	$1.04B	+$298M	1	4.07%	Increased
31	Royal Bank of Canada Toronto, Ontario, Canada	$1.04B	-$37.9M	2	0.24%	Reduced
32	Dimensional Fund Advisors Austin, Texas	$1.01B	+$32.8M	3	0.26%	Increased
33	Barclays London, United Kingdom	$998M	-$257M	2	0.31%	Reduced
34	Primecap Management Pasadena, California	$987M	-$30.2M	2	0.72%	Reduced
35	HSBC Holdings London, United Kingdom	$881M	+$143M	2	0.54%	Increased
36	National Bank of Canada Montreal, Quebec, Canada	$815M	+$329M	2	1.11%	Increased
37	Nuveen Charlotte, North Carolina	$803M	+$13.8M	2	0.23%	Increased
38	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$736M	-$183M	1	2.51%	Reduced
39	Wells Fargo San Francisco, California	$711M	+$33.1M	3	0.17%	Increased
40	California Public Employees Retirement System Sacramento, California	$707M	-$95.9M	1	0.52%	Reduced
41	Citigroup New York	$705M	-$11.2M	2	0.45%	Reduced
42	Neuberger Berman Group New York	$690M	-$70.4M	2	0.57%	Reduced
43	Swiss National Bank Zurich, Switzerland	$662M	-$8.25M	2	0.46%	Reduced
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$645M	-$44.6M	1	0.48%	Reduced
45	BNP Paribas Financial Markets Paris, France	$643M	+$53.3M	3	0.52%	Increased
46	Massachusetts Financial Services Boston, Massachusetts	$641M	+$576M	1	0.2%	Increased
47	First Trust Advisors Wheaton, Illinois	$632M	-$96.8M	2	0.64%	Reduced
48	Bank of Montreal Toronto, Ontario, Canada	$630M	-$36.9M	2	0.18%	Reduced
49	Rafferty Asset Management New York	$559M	-$171M	2	2.07%	Reduced
50	Raymond James & Associates St Petersburg, Florida	$557M	+$47.8M	2	0.37%	Increased