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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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$793M	+$76.2M	3	1.2%	Increased
27	UBS Zurich, Switzerland	$761M	+$147M	3	0.6%	Increased
28	Ameriprise Minneapolis, Minnesota	$757M	-$153M	3	0.45%	Reduced
29	Janus Henderson Investors US Denver, Colorado	$754M	+$60.4M	1	0.69%	Increased
30	Fisher Asset Management Camas, Washington	$735M	+$33.7M	1	1.55%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$715M	+$78M	3	0.49%	Increased
32	Credit Suisse Zurich, Switzerland	$643M	+$47.5M	3	0.53%	Increased
33	GE General Electric Evendale, Ohio	$621M	+$626K	1	2.83%	Increased
34	Generation Investment Management London, United Kingdom	$601M	-$257K	1	9.63%	Reduced
35	Capital World Investors Los Angeles, California	$594M	+$199M	1	0.16%	Increased
36	UBS AM Chicago, Illinois	$566M	-$94.4M	1	0.57%	Reduced
37	Legal & General Group London, United Kingdom	$565M	-$7.36M	1	0.66%	Reduced
38	SA SPO Advisory San Anselmo, California	$504M	+$506M	1	6.66%	New
39	Veritas Asset Management London, United Kingdom	$491M	-$795K	1	8.29%	Reduced
40	Eaton Vance Management Boston, Massachusetts	$483M	-$74.5M	1	1.43%	Reduced
41	Temasek Holdings Singapore	$479M	$0	1	7.17%	Maintained
42	American Century Companies Kansas City, Missouri	$464M	-$417M	1	0.53%	Reduced
43	California Public Employees Retirement System Sacramento, California	$453M	+$3.67M	3	0.62%	Increased
44	Jennison Associates New York	$448M	+$450M	1	0.41%	New
45	Bank of Montreal Toronto, Ontario, Canada	$445M	+$7.96M	3	0.5%	Increased
46	New York State Common Retirement Fund Albany, New York	$443M	+$228K	1	0.65%	Increased
47	Managed Account Advisors Jersey City, New Jersey	$438M	-$15.2M	2	0.53%	Reduced
48	ClearBridge Investments New York	$426M	-$3.72M	1	0.48%	Reduced
49	BlackRock Investment Management Wilmington, Delaware	$419M	+$82.8M	3	0.56%	Increased
50	Prudential Financial Newark, New Jersey	$417M	+$8.28M	1	0.74%	Increased