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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	Aristotle Capital Management Los Angeles, California	$1.1B	-$53.7M	1	2.13%	Reduced
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.04B	-$224M	3	0.35%	Reduced
28	Franklin Resources San Mateo, California	$1B	-$110M	3	0.25%	Reduced
29	Wells Fargo San Francisco, California	$806M	+$60M	4	0.15%	Increased
30	Loomis, Sayles & Company Boston, Massachusetts	$794M	-$2.6M	1	0.94%	Reduced
31	Royal Bank of Canada Toronto, Ontario, Canada	$792M	-$204M	4	0.13%	Reduced
32	HSBC Holdings London, United Kingdom	$690M	+$50.2M	2	0.38%	Increased
33	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$656M	+$15.7M	1	2.09%	Increased
34	First Trust Advisors Wheaton, Illinois	$656M	+$58.6M	2	0.49%	Increased
35	BNP Paribas Financial Markets Paris, France	$608M	+$18.6M	3	0.32%	Increased
36	Raymond James Financial St Petersburg, Florida	$584M	+$4.27M	3	0.19%	Increased
37	Citigroup New York	$579M	-$117M	4	0.26%	Reduced
38	LSV Asset Management Chicago, Illinois	$566M	+$9.5M	1	1.25%	Increased
39	Lazard Asset Management New York	$563M	+$18.1M	2	0.76%	Increased
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$562M	-$21.4M	1	0.32%	Reduced
41	Allianz Asset Management Munich, Germany	$560M	+$10.8M	1	0.63%	Increased
42	Rafferty Asset Management New York	$542M	-$184M	1	1.76%	Reduced
43	Swiss National Bank Zurich, Switzerland	$525M	-$36.4M	2	0.3%	Reduced
44	California Public Employees Retirement System Sacramento, California	$521M	+$27.4M	1	0.31%	Increased
45	Nuveen Charlotte, North Carolina	$500M	-$12.5M	3	0.13%	Reduced
46	CIBC Private Wealth Group Atlanta, Georgia	$449M	-$2.96M	2	0.77%	Reduced
47	Beutel, Goodman & Co Toronto, Ontario, Canada	$442M	-$18.7M	1	2.66%	Reduced
48	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$440M	+$14M	1	0.34%	Increased
49	Pacer Advisors Malvern, Pennsylvania	$438M	-$59.5M	2	1.1%	Reduced
50	Primecap Management Pasadena, California	$411M	-$146M	2	0.32%	Reduced