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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	Deutsche Bank Frankfurt Am Main Ge, Germany	$809M	+$87.6M	3	0.27%	Increased
27	Vanguard Fiduciary Trust Malvern, Pennsylvania	$794M	+$901M	4	0.2%	New
28	Ameriprise Minneapolis, Minnesota	$778M	-$557M	2	0.18%	Reduced
29	Aristotle Capital Management Los Angeles, California	$775M	-$34.6M	1	1.62%	Reduced
30	Amundi Paris, France	$677M	-$390M	2	0.18%	Reduced
31	Royal Bank of Canada Toronto, Ontario, Canada	$621M	-$62.6M	4	0.11%	Reduced
32	HSBC Holdings London, United Kingdom	$564M	-$17.4M	1	0.29%	Reduced
33	Loomis, Sayles & Company Boston, Massachusetts	$541M	-$9.22M	1	0.73%	Reduced
34	First Trust Advisors Wheaton, Illinois	$522M	+$12.3M	2	0.37%	Increased
35	LSV Asset Management Chicago, Illinois	$487M	+$47.2M	1	1.05%	Increased
36	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$481M	+$13.4M	2	1.58%	Increased
37	Allianz Asset Management Munich, Germany	$466M	+$7.76M	2	0.49%	Increased
38	Wells Fargo San Francisco, California	$458M	-$47.7M	4	0.09%	Reduced
39	Nuveen Charlotte, North Carolina	$441M	+$77.5M	3	0.12%	Increased
40	Raymond James Financial St Petersburg, Florida	$438M	-$22.3M	2	0.13%	Reduced
41	California Public Employees Retirement System Sacramento, California	$415M	+$61M	1	0.26%	Increased
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$412M	-$14.6M	1	0.27%	Reduced
43	Swiss National Bank Zurich, Switzerland	$406M	+$26.1M	2	0.23%	Increased
44	Pacer Advisors Malvern, Pennsylvania	$383M	+$86.1M	2	1.08%	Increased
45	Rafferty Asset Management New York	$349M	+$39.2M	1	1.42%	Increased
46	CIBC Bancorp USA Chicago, Illinois	$340M	+$385M	1	0.46%	New
47	Victory Capital Management San Antonio, Texas	$336M	-$104M	2	0.22%	Reduced
48	Mitsubishi UFJ Asset Management Tokyo, Japan	$336M	+$22.3M	2	0.23%	Increased
49	Lazard Asset Management New York	$330M	+$39.2M	3	0.54%	Increased
50	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$329M	+$498K	1	0.25%	Increased