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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
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$786M -$164M 2 0.56% Reduced
27
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$770M +$21.8M 3 1.14% Increased
28
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$763M -$63.1M 1 2.02% Reduced
29
Credit Suisse
Credit Suisse
Switzerland
$761M +$155M 2 0.62% Increased
30
Fisher Asset Management
Fisher Asset Management
Washington
$695M +$1.62M 1 1.48% Increased
31
Capital World Investors
Capital World Investors
California
$621M +$61.2M 1 0.17% Increased
32
Generation Investment Management
Generation Investment Management
United Kingdom
$576M +$8.9M 1 8.99% Increased
33
Deutsche Bank
Deutsche Bank
Germany
$566M -$112M 2 0.35% Reduced
34
GE
General Electric
Ohio
$560M -$27.6M 1 1.45% Reduced
35
SA
SPO Advisory
California
$549M +$74.5M 1 7.13% Increased
36
Legal & General Group
Legal & General Group
United Kingdom
$522M -$11.5M 1 0.63% Reduced
37
UBS AM
UBS AM
Illinois
$522M -$12.9M 1 0.52% Reduced
38
VOYA Investment Management
VOYA Investment Management
Georgia
$497M +$442M 2 1.13% Increased
39
WP
Wedgewood Partners
Missouri
$496M +$133M 1 8.02% Increased
40
Bank of Montreal
Bank of Montreal
Ontario, Canada
$467M +$48M 2 0.53% Increased
41
Veritas Asset Management
Veritas Asset Management
United Kingdom
$463M -$398K 1 7.38% Reduced
42
Managed Account Advisors
Managed Account Advisors
New Jersey
$453M +$40.8M 2 0.51% Increased
43
American Century Companies
American Century Companies
Missouri
$453M +$15.5M 1 0.53% Increased
44
Temasek Holdings
Temasek Holdings
Singapore
$452M $0 1 4.81% Maintained
45
Eaton Vance Management
Eaton Vance Management
Massachusetts
$442M -$13.7M 1 1.32% Reduced
46
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$435M +$65M 3 0.51% Increased
47
BlackRock Investment Management
BlackRock Investment Management
Delaware
$429M +$33.5M 3 0.6% Increased
48
Ameriprise
Ameriprise
Minnesota
$429M -$293M 3 0.26% Reduced
49
California Public Employees Retirement System
California Public Employees Retirement System
California
$413M -$15.7M 3 0.57% Reduced
50
ClearBridge Investments
ClearBridge Investments
New York
$405M +$2.75M 1 0.45% Increased