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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
American Century Companies
Missouri
$753M +$8.55M 1 0.94% Increased
27
OppenheimerFunds
OppenheimerFunds
New York
$666M -$87.9M 1 0.44% Reduced
28
Bank of America
Bank of America
North Carolina
$633M -$97.8M 3 0.25% Reduced
29
UBS AM
UBS AM
Illinois
$626M -$135M 1 0.77% Reduced
30
Generation Investment Management
Generation Investment Management
United Kingdom
$612M +$79.9M 1 11.63% Increased
31
Fisher Asset Management
Fisher Asset Management
Washington
$606M -$909K 1 1.49% Reduced
32
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$594M -$11M 3 0.99% Reduced
33
Russell Frank Company
Russell Frank Company
Washington
$545M +$34.8M 3 0.96% Increased
34
GE
General Electric
Ohio
$539M -$3.83M 1 2.71% Reduced
35
Legal & General Group
Legal & General Group
United Kingdom
$511M +$5.52M 1 0.67% Increased
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$493M +$103M 1 1.3% Increased
37
Allianz Asset Management
Allianz Asset Management
Germany
$488M +$131M 2 0.65% Increased
38
Credit Suisse
Credit Suisse
Switzerland
$486M -$65.4M 2 0.48% Reduced
39
UBS
UBS
Switzerland
$483M +$55.4M 3 0.49% Increased
40
Manning & Napier Advisors
Manning & Napier Advisors
New York
$460M +$50.9M 1 2.16% Increased
41
AllianceBernstein
AllianceBernstein
Tennessee
$445M +$14.4M 2 0.44% Increased
42
Managed Account Advisors
Managed Account Advisors
New Jersey
$444M -$23.1M 1 0.65% Reduced
43
MC
Montag & Caldwell
Georgia
$408M +$23.2M 1 3.07% Increased
44
Temasek Holdings
Temasek Holdings
Singapore
$407M +$26.3M 1 11.25% Increased
45
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$404M -$5.95M 1 0.68% Reduced
46
Prudential plc
Prudential plc
United Kingdom
$398M +$90.8M 1 2.03% Increased
47
Veritas Asset Management
Veritas Asset Management
United Kingdom
$376M +$73.5M 1 8.9% Increased
48
TCW Group
TCW Group
California
$372M +$7.86M 1 1.72% Increased
49
BlackRock Advisors
BlackRock Advisors
Delaware
$365M -$1.42M 3 0.37% Reduced
50
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$355M +$885K 3 0.52% Increased