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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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$883M -$17.7M 3 0.18% Reduced
27
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$882M -$32.8M 1 1.11% Reduced
28
JP Morgan Chase
JP Morgan Chase
New York
$835M -$97.9M 3 0.06% Reduced
29
Barclays
Barclays
United Kingdom
$790M -$81.5M 3 0.22% Reduced
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$739M +$20.8M 3 0.18% Increased
31
Wells Fargo
Wells Fargo
California
$648M -$20.4M 3 0.15% Reduced
32
Primecap Management
Primecap Management
California
$642M -$118M 2 0.5% Reduced
33
First Trust Advisors
First Trust Advisors
Illinois
$625M +$15.5M 2 0.55% Increased
34
HSBC Holdings
HSBC Holdings
United Kingdom
$600M -$84.2M 2 0.35% Reduced
35
Citigroup
Citigroup
New York
$594M -$43M 2 0.35% Reduced
36
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$591M -$14.8M 1 2.01% Reduced
37
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$561M +$198M 2 0.74% Increased
38
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$539M +$36.3M 1 0.36% Increased
39
California Public Employees Retirement System
California Public Employees Retirement System
California
$539M +$8.77M 1 0.36% Increased
40
Raymond James Financial
Raymond James Financial
Florida
$535M +$569M 2 0.2% New
41
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$535M +$49.7M 3 0.3% Increased
42
Pacer Advisors
Pacer Advisors
Pennsylvania
$535M +$47.5M 2 1.15% Increased
43
Allianz Asset Management
Allianz Asset Management
Germany
$511M +$85.4M 1 0.68% Increased
44
Rafferty Asset Management
Rafferty Asset Management
New York
$496M -$55.2M 1 1.76% Reduced
45
Nuveen
Nuveen
North Carolina
$494M -$150M 2 0.14% Reduced
46
Swiss National Bank
Swiss National Bank
Switzerland
$489M -$27M 2 0.33% Reduced
47
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$474M +$167M 1 3.74% Increased
48
LSV Asset Management
LSV Asset Management
Illinois
$459M +$64.3M 1 1.06% Increased
49
Bank of Montreal
Bank of Montreal
Ontario, Canada
$441M -$105M 1 0.21% Reduced
50
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$431M -$8.44M 3 0.78% Reduced