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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	$1.04B	-$184M	4	0.07%	Reduced
27	Barclays London, United Kingdom	$1.03B	-$618M	4	0.25%	Reduced
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$972M	-$97.6M	3	0.32%	Reduced
29	Royal Bank of Canada Toronto, Ontario, Canada	$898M	+$84.3M	4	0.15%	Increased
30	HSBC Holdings London, United Kingdom	$771M	+$60.2M	1	0.39%	Increased
31	Loomis, Sayles & Company Boston, Massachusetts	$729M	-$87.9M	1	0.88%	Reduced
32	Citigroup New York	$686M	+$91.7M	4	0.3%	Increased
33	First Trust Advisors Wheaton, Illinois	$679M	+$6.39M	2	0.49%	Increased
34	Wells Fargo San Francisco, California	$665M	-$162M	3	0.12%	Reduced
35	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$623M	-$51.8M	1	2.08%	Reduced
36	Allianz Asset Management Munich, Germany	$610M	+$34.3M	1	0.62%	Increased
37	Raymond James Financial St Petersburg, Florida	$609M	+$10.4M	3	0.19%	Increased
38	LSV Asset Management Chicago, Illinois	$592M	+$10M	1	1.29%	Increased
39	Victory Capital Management San Antonio, Texas	$568M	-$97.7M	2	0.32%	Reduced
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$564M	-$13M	1	0.33%	Reduced
41	BNP Paribas Financial Markets Paris, France	$547M	-$75M	3	0.25%	Reduced
42	Swiss National Bank Zurich, Switzerland	$509M	-$30.2M	2	0.3%	Reduced
43	Nuveen Charlotte, North Carolina	$496M	-$11.1M	3	0.13%	Reduced
44	California Public Employees Retirement System Sacramento, California	$480M	-$56.3M	1	0.27%	Reduced
45	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$436M	-$16.5M	1	0.32%	Reduced
46	BNP Paribas Asset Management Paris, France	$433M	+$401M	2	0.5%	Increased
47	Mitsubishi UFJ Asset Management Tokyo, Japan	$425M	+$20M	2	0.29%	Increased
48	Rafferty Asset Management New York	$417M	-$141M	2	1.44%	Reduced
49	Jacobs Levy Equity Management Florham Park, New Jersey	$410M	+$1.51M	2	1.58%	Increased
50	Pacer Advisors Malvern, Pennsylvania	$408M	-$41.6M	2	1.04%	Reduced