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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	American Century Companies Kansas City, Missouri	$674M	+$704M	1	0.89%	New
27	Brown Brothers Harriman & Co New York	$672M	+$702M	1	3.18%	New
28	Bank of America Charlotte, North Carolina	$665M	+$695M	3	0.28%	New
29	Franklin Resources San Mateo, California	$611M	+$638M	1	0.35%	New
30	Lone Pine Capital Greenwich, Connecticut	$569M	+$594M	1	2.77%	New
31	Fisher Asset Management Camas, Washington	$551M	+$575M	1	1.43%	New
32	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$549M	+$573M	2	1.03%	New
33	Winslow Capital Management Minneapolis, Minnesota	$548M	+$573M	1	1.79%	New
34	Credit Suisse Zurich, Switzerland	$502M	+$525M	1	0.51%	New
35	GE General Electric Evendale, Ohio	$493M	+$515M	1	2.59%	New
36	Generation Investment Management London, United Kingdom	$480M	+$502M	1	9.27%	New
37	Russell Frank Company Seattle, Washington	$462M	+$482M	3	0.85%	New
38	Legal & General Group London, United Kingdom	$458M	+$479M	1	0.63%	New
39	Managed Account Advisors Jersey City, New Jersey	$424M	+$443M	1	0.66%	New
40	Calamos Advisors Naperville, Illinois	$404M	+$422M	1	2.64%	New
41	AllianceBernstein Nashville, Tennessee	$390M	+$407M	2	0.41%	New
42	UBS Zurich, Switzerland	$387M	+$404M	2	0.46%	New
43	FTCM Fir Tree Capital Management New York	$387M	+$404M	1	5.34%	New
44	New York State Common Retirement Fund Albany, New York	$372M	+$388M	1	0.65%	New
45	Manning & Napier Advisors Fairport, New York	$370M	+$386M	1	1.97%	New
46	TCM Tran Capital Management San Rafael, California	$352M	+$367M	1	7.65%	New
47	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$351M	+$367M	1	0.91%	New
48	MC Montag & Caldwell Atlanta, Georgia	$349M	+$364M	1	2.62%	New
49	Temasek Holdings Singapore	$345M	+$360M	1	8.74%	New
50	BlackRock Advisors Wilmington, Delaware	$332M	+$346M	3	0.35%	New