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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
Lone Pine Capital
Lone Pine Capital
Connecticut
$808M -$172M 1 3.48% Reduced
27
Ameriprise
Ameriprise
Minnesota
$764M -$314M 3 0.46% Reduced
28
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$718M +$166M 1 1.74% Increased
29
Bank of America
Bank of America
North Carolina
$689M -$8.87M 3 0.25% Reduced
30
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$674M +$18M 3 1.05% Increased
31
Generation Investment Management
Generation Investment Management
United Kingdom
$673M -$1.51M 1 12.31% Reduced
32
Fisher Asset Management
Fisher Asset Management
Washington
$668M -$235K 1 1.51% Reduced
33
UBS AM
UBS AM
Illinois
$662M -$27.4M 1 0.76% Reduced
34
Credit Suisse
Credit Suisse
Switzerland
$603M +$63.1M 3 0.55% Increased
35
GE
General Electric
Ohio
$578M -$15.7M 1 2.72% Reduced
36
UBS
UBS
Switzerland
$557M +$22.2M 3 0.52% Increased
37
Legal & General Group
Legal & General Group
United Kingdom
$554M -$8.96M 1 0.67% Reduced
38
Eaton Vance Management
Eaton Vance Management
Massachusetts
$533M +$139M 1 1.53% Increased
39
Manning & Napier Advisors
Manning & Napier Advisors
New York
$514M +$6.46M 1 2.32% Increased
40
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$476M +$162M 1 0.45% Increased
41
Russell Frank Company
Russell Frank Company
Washington
$473M -$117M 2 0.87% Reduced
42
Winslow Capital Management
Winslow Capital Management
Minnesota
$470M +$190M 1 1.38% Increased
43
AllianceBernstein
AllianceBernstein
Tennessee
$466M -$23.1M 3 0.42% Reduced
44
Allianz Asset Management
Allianz Asset Management
Germany
$457M -$78.6M 2 0.58% Reduced
45
Veritas Asset Management
Veritas Asset Management
United Kingdom
$452M +$34.9M 1 9.12% Increased
46
Temasek Holdings
Temasek Holdings
Singapore
$449M $0 1 9.29% Maintained
47
Managed Account Advisors
Managed Account Advisors
New Jersey
$444M -$43.2M 1 0.6% Reduced
48
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$433M -$11.8M 1 0.68% Reduced
49
Prudential plc
Prudential plc
United Kingdom
$425M -$12.3M 1 1.82% Reduced
50
MC
Montag & Caldwell
Georgia
$417M -$31.5M 1 3.12% Reduced