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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	$875M	-$23.9M	1	1.03%	Reduced
27	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$714M	-$1.8M	3	1.14%	Reduced
28	Bank of America Charlotte, North Carolina	$708M	-$22M	3	0.26%	Reduced
29	Fisher Asset Management Camas, Washington	$698M	-$10.9M	1	1.58%	Reduced
30	Janus Henderson Investors US Denver, Colorado	$690M	+$177M	1	0.64%	Increased
31	UBS AM Chicago, Illinois	$657M	-$43.4M	1	0.7%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$634M	-$273M	3	0.45%	Reduced
33	GE General Electric Evendale, Ohio	$618M	+$3.78M	1	2.89%	Increased
34	UBS Zurich, Switzerland	$611M	+$19.3M	3	0.54%	Increased
35	Generation Investment Management London, United Kingdom	$599M	-$110M	1	10.73%	Reduced
36	Credit Suisse Zurich, Switzerland	$593M	-$45.2M	3	0.58%	Reduced
37	Legal & General Group London, United Kingdom	$570M	-$17.5M	1	0.69%	Reduced
38	Eaton Vance Management Boston, Massachusetts	$555M	-$11.2M	1	1.63%	Reduced
39	Lone Pine Capital Greenwich, Connecticut	$515M	-$328M	1	2.24%	Reduced
40	Citigroup New York	$498M	+$132M	3	0.51%	Increased
41	Veritas Asset Management London, United Kingdom	$489M	+$9.19M	1	8.69%	Increased
42	Winslow Capital Management Minneapolis, Minnesota	$479M	-$18.9M	1	1.5%	Reduced
43	Temasek Holdings Singapore	$477M	$0	1	7.39%	Maintained
44	BlackRock Advisors Wilmington, Delaware	$465M	+$47.9M	3	0.46%	Increased
45	Managed Account Advisors Jersey City, New Jersey	$451M	-$19.8M	2	0.59%	Reduced
46	California Public Employees Retirement System Sacramento, California	$448M	+$5.1M	3	0.64%	Increased
47	Allianz Asset Management Munich, Germany	$442M	-$40.1M	2	0.53%	Reduced
48	New York State Common Retirement Fund Albany, New York	$441M	-$17.7M	1	0.68%	Reduced
49	Russell Frank Company Seattle, Washington	$440M	-$64.6M	2	0.77%	Reduced
50	Bank of Montreal Toronto, Ontario, Canada	$435M	+$94.6M	1	0.56%	Increased