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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	$1.02B	-$109M	3	0.08%	Reduced
27	Loomis, Sayles & Company Boston, Massachusetts	$1.01B	-$29.3M	1	1.33%	Reduced
28	Royal Bank of Canada Toronto, Ontario, Canada	$994M	+$111M	2	0.2%	Increased
29	Barclays London, United Kingdom	$952M	+$101M	2	0.25%	Increased
30	Primecap Management Pasadena, California	$832M	-$11.3M	2	0.61%	Reduced
31	Dimensional Fund Advisors Austin, Texas	$781M	-$90.8M	3	0.19%	Reduced
32	HSBC Holdings London, United Kingdom	$749M	-$2.43M	2	0.44%	Reduced
33	Wells Fargo San Francisco, California	$738M	+$135M	3	0.17%	Increased
34	Citigroup New York	$701M	+$102M	2	0.41%	Increased
35	Nuveen Charlotte, North Carolina	$688M	-$3.62M	2	0.19%	Reduced
36	First Trust Advisors Wheaton, Illinois	$673M	+$137M	2	0.64%	Increased
37	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$669M	+$42.2M	1	2.19%	Increased
38	Rafferty Asset Management New York	$607M	+$135M	1	2.08%	Increased
39	Bank of Montreal Toronto, Ontario, Canada	$597M	+$133M	1	0.26%	Increased
40	California Public Employees Retirement System Sacramento, California	$587M	-$17.1M	1	0.41%	Reduced
41	Swiss National Bank Zurich, Switzerland	$568M	+$1.43M	2	0.37%	Increased
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$559M	+$8.66M	1	0.39%	Increased
43	Pacer Advisors Malvern, Pennsylvania	$543M	+$532M	2	1.15%	Increased
44	BNP Paribas Financial Markets Paris, France	$540M	-$9.99M	3	0.36%	Reduced
45	Neuberger Berman Group New York	$499M	-$94.7M	2	0.39%	Reduced
46	Allianz Asset Management Munich, Germany	$477M	+$126M	1	0.67%	Increased
47	CIBC Private Wealth Group Atlanta, Georgia	$470M	+$118M	3	0.84%	Increased
48	LSV Asset Management Chicago, Illinois	$441M	+$14.6M	1	0.95%	Increased
49	Qube Research & Technologies (QRT) London, United Kingdom	$414M	+$100M	2	0.61%	Increased
50	Raymond James & Associates St Petersburg, Florida	$409M	-$69.6M	2	0.25%	Reduced