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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	Fidelity Investments Boston, Massachusetts	$940M	-$270M	2	0.06%	Reduced
27	Royal Bank of Canada Toronto, Ontario, Canada	$895M	+$14.9M	2	0.19%	Increased
28	Loomis, Sayles & Company Boston, Massachusetts	$769M	-$120M	1	1.11%	Reduced
29	Dimensional Fund Advisors Austin, Texas	$745M	+$20.7M	3	0.19%	Increased
30	Wells Fargo San Francisco, California	$690M	+$45.3M	3	0.16%	Increased
31	Wellington Management Group Boston, Massachusetts	$671M	-$848M	1	0.13%	Reduced
32	HSBC Holdings London, United Kingdom	$631M	+$38.9M	2	0.39%	Increased
33	Citigroup New York	$585M	-$8.71M	2	0.3%	Reduced
34	Primecap Management Pasadena, California	$578M	-$67.5M	2	0.48%	Reduced
35	Allianz Asset Management Munich, Germany	$576M	+$68.7M	1	0.75%	Increased
36	Nuveen Charlotte, North Carolina	$562M	+$86.6M	2	0.17%	Increased
37	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$555M	-$37.5M	1	2.02%	Reduced
38	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$544M	+$4.95M	1	0.38%	Increased
39	Raymond James Financial St Petersburg, Florida	$538M	+$3.96M	2	0.2%	Increased
40	First Trust Advisors Wheaton, Illinois	$519M	-$109M	2	0.46%	Reduced
41	LSV Asset Management Chicago, Illinois	$508M	+$52.1M	1	1.22%	Increased
42	Swiss National Bank Zurich, Switzerland	$485M	-$2.24M	2	0.34%	Reduced
43	Pacer Advisors Malvern, Pennsylvania	$484M	-$54.3M	2	1.13%	Reduced
44	California Public Employees Retirement System Sacramento, California	$475M	-$67M	1	0.33%	Reduced
45	BNP Paribas Financial Markets Paris, France	$434M	-$107M	3	0.26%	Reduced
46	Rafferty Asset Management New York	$427M	-$73.7M	1	1.82%	Reduced
47	Lazard Asset Management New York	$423M	+$297M	2	0.65%	Increased
48	Qube Research & Technologies (QRT) London, United Kingdom	$414M	-$151M	3	0.48%	Reduced
49	Beutel, Goodman & Co Toronto, Ontario, Canada	$411M	+$38.7M	1	2.37%	Increased
50	Two Sigma Advisers New York	$394M	-$11.9M	2	0.89%	Reduced