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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	Envestnet Asset Management Chicago, Illinois	$324M	+$42.9M	2	0.09%	Increased
52	BNP Paribas Financial Markets Paris, France	$317M	-$108M	3	0.15%	Reduced
53	Vanguard Global Advisers Malvern, Pennsylvania	$315M	+$358M	4	0.17%	New
54	Beutel, Goodman & Co Toronto, Ontario, Canada	$310M	+$74.1M	1	2.1%	Increased
55	Jacobs Levy Equity Management Florham Park, New Jersey	$307M	-$773K	2	1.29%	Reduced
56	AQR Capital Management Greenwich, Connecticut	$307M	+$136M	3	0.14%	Increased
57	Squarepoint New York	$301M	+$203M	3	0.35%	Increased
58	Vanguard Asset Management London, Ec4n 8af,	$278M	+$315M	2	0.24%	New
59	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$278M	-$432K	3	0.18%	Reduced
60	Mirae Asset Global Investments Seoul, South Korea	$269M	+$129M	2	0.77%	Increased
61	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$266M	+$31M	3	0.36%	Increased
62	Ninety One (UK) London, United Kingdom	$254M	+$233M	1	0.59%	Increased
63	RhumbLine Advisers Boston, Massachusetts	$251M	-$6.43M	3	0.22%	Reduced
64	Bank of Montreal Toronto, Ontario, Canada	$231M	-$58.4M	1	0.09%	Reduced
65	KBC Group Brussels, Belgium	$225M	+$59.2M	2	0.56%	Increased
66	Schroder Investment Management Group London, United Kingdom	$219M	-$19.4M	1	0.18%	Reduced
67	ProShare Advisors Bethesda, Maryland	$219M	-$58M	3	0.32%	Reduced
68	TD Asset Management Toronto, Ontario, Canada	$218M	-$3.54M	2	0.18%	Reduced
69	M&G plc London, United Kingdom	$216M	-$20.9M	1	1.12%	Reduced
70	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$214M	-$6.76M	3	0.23%	Reduced
71	LPL Financial San Diego, California	$212M	-$5.28M	3	0.06%	Reduced
72	Robeco Institutional Asset Management Rotterdam, Netherlands	$211M	-$21.9M	2	0.3%	Reduced
73	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$204M	+$27.1M	2	0.35%	Increased
74	Russell Investments Group London, United Kingdom	$201M	+$1.55M	3	0.22%	Increased
75	Swedbank Stockholm, Sweden	$196M	-$1.6M	1	0.21%	Reduced