← 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	Royal Bank of Canada Toronto, Ontario, Canada	$962M	+$30.1M	2	0.17%	Increased
27	Fidelity Investments Boston, Massachusetts	$958M	-$17.5M	2	0.05%	Reduced
28	Wellington Management Group Boston, Massachusetts	$819M	+$115M	1	0.15%	Increased
29	Dimensional Fund Advisors Austin, Texas	$798M	+$16.1M	3	0.18%	Increased
30	Loomis, Sayles & Company Boston, Massachusetts	$763M	-$31.7M	1	0.96%	Reduced
31	Wells Fargo San Francisco, California	$710M	-$5.33M	3	0.15%	Reduced
32	Rafferty Asset Management New York	$704M	+$242M	1	2.32%	Increased
33	Citigroup New York	$671M	+$59.1M	3	0.33%	Increased
34	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$613M	+$34.2M	1	2.06%	Increased
35	HSBC Holdings London, United Kingdom	$610M	-$45.3M	2	0.37%	Reduced
36	First Trust Advisors Wheaton, Illinois	$567M	+$24.3M	2	0.46%	Increased
37	BNP Paribas Financial Markets Paris, France	$562M	+$104M	3	0.32%	Increased
38	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$559M	-$4.62M	1	0.35%	Reduced
39	Raymond James Financial St Petersburg, Florida	$554M	-$3.34M	4	0.19%	Reduced
40	Primecap Management Pasadena, California	$540M	-$54.7M	2	0.43%	Reduced
41	Swiss National Bank Zurich, Switzerland	$538M	+$31.6M	2	0.32%	Increased
42	LSV Asset Management Chicago, Illinois	$532M	+$5.13M	1	1.25%	Increased
43	Allianz Asset Management Munich, Germany	$526M	-$66.4M	1	0.63%	Reduced
44	Lazard Asset Management New York	$520M	+$75.3M	2	0.72%	Increased
45	Viking Global Investors Stamford, Connecticut	$502M	+$253M	1	1.45%	Increased
46	Nuveen Charlotte, North Carolina	$485M	-$97.4M	2	0.13%	Reduced
47	Pacer Advisors Malvern, Pennsylvania	$479M	-$21M	2	1.19%	Reduced
48	California Public Employees Retirement System Sacramento, California	$472M	-$19.6M	1	0.3%	Reduced
49	Victory Capital Management San Antonio, Texas	$447M	+$75.6M	2	0.29%	Increased
50	Beutel, Goodman & Co Toronto, Ontario, Canada	$442M	+$14.1M	1	2.52%	Increased