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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
51	Primecap Management Pasadena, California	$401M	-$21.3M	2	0.3%	Reduced
52	Lazard Asset Management New York	$392M	-$187M	2	0.66%	Reduced
53	Envestnet Asset Management Chicago, Illinois	$380M	-$29.2M	2	0.11%	Reduced
54	Bank of Montreal Toronto, Ontario, Canada	$376M	+$27.7M	2	0.13%	Increased
55	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$369M	+$74.9M	3	0.25%	Increased
56	ProShare Advisors Bethesda, Maryland	$359M	+$92.9M	3	0.63%	Increased
57	RhumbLine Advisers Boston, Massachusetts	$342M	-$13M	3	0.28%	Reduced
58	CIBC Private Wealth Group Atlanta, Georgia	$337M	-$125M	3	0.57%	Reduced
59	Beutel, Goodman & Co Toronto, Ontario, Canada	$325M	-$130M	1	2%	Reduced
60	Schroder Investment Management Group London, United Kingdom	$323M	+$35.9M	1	0.24%	Increased
61	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$319M	+$25.9M	3	0.48%	Increased
62	National Bank of Canada Montreal, Quebec, Canada	$316M	+$3.98M	1	0.29%	Increased
63	M&G plc London, United Kingdom	$311M	+$97.6M	1	1.6%	Increased
64	Robeco Institutional Asset Management Rotterdam, Netherlands	$306M	+$10M	2	0.44%	Increased
65	TD Asset Management Toronto, Ontario, Canada	$294M	-$42.2M	1	0.24%	Reduced
66	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$292M	-$6.29M	3	0.29%	Reduced
67	LPL Financial San Diego, California	$287M	+$18.6M	3	0.08%	Increased
68	Russell Investments Group London, United Kingdom	$266M	-$31.6M	3	0.29%	Reduced
69	Swedbank Stockholm, Sweden	$262M	+$3.96M	1	0.25%	Increased
70	Acadian Asset Management Boston, Massachusetts	$257M	-$146M	3	0.42%	Reduced
71	Capital Research Global Investors Los Angeles, California	$251M	+$558K	1	0.05%	Increased
72	AQR Capital Management Greenwich, Connecticut	$250M	+$80.4M	3	0.13%	Increased
73	American Century Companies Kansas City, Missouri	$249M	+$12.4M	2	0.13%	Increased
74	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$240M	+$5.08M	2	0.39%	Increased
75	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$239M	+$29.1M	3	0.2%	Increased