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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
Morgan Stanley
Morgan Stanley
New York
$814M -$94.5M 3 0.3% Reduced
27
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$776M +$10.5M 3 1.13% Increased
28
American Century Companies
American Century Companies
Missouri
$731M +$276M 1 0.82% Increased
29
Credit Suisse
Credit Suisse
Switzerland
$705M -$51.4M 2 0.63% Reduced
30
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$697M -$84.3M 2 0.49% Reduced
31
Deutsche Bank
Deutsche Bank
Germany
$696M +$131M 3 0.43% Increased
32
Fisher Asset Management
Fisher Asset Management
Washington
$685M -$5.91M 1 1.42% Reduced
33
GE
General Electric
Ohio
$631M +$73.5M 1 1.48% Increased
34
Capital World Investors
Capital World Investors
California
$617M $0 1 0.17% Maintained
35
WP
Wedgewood Partners
Missouri
$614M +$118M 1 8.27% Increased
36
Eaton Vance Management
Eaton Vance Management
Massachusetts
$607M +$165M 1 1.79% Increased
37
BlackRock Advisors
BlackRock Advisors
Delaware
$569M +$205M 3 0.57% Increased
38
Orbis Holdings
Orbis Holdings
Bermuda
$556M +$319M 1 4.23% Increased
39
SA
SPO Advisory
California
$553M +$7.31M 1 7.37% Increased
40
Managed Account Advisors
Managed Account Advisors
New Jersey
$533M +$81.1M 2 0.53% Increased
41
UBS AM
UBS AM
Illinois
$532M +$12.9M 1 0.51% Increased
42
Generation Investment Management
Generation Investment Management
United Kingdom
$501M -$70.5M 1 7.2% Reduced
43
Legal & General Group
Legal & General Group
United Kingdom
$500M -$19M 1 0.59% Reduced
44
BlackRock Investment Management
BlackRock Investment Management
Delaware
$467M +$38.5M 3 0.62% Increased
45
Veritas Asset Management
Veritas Asset Management
United Kingdom
$462M +$2.21M 1 7.31% Increased
46
Temasek Holdings
Temasek Holdings
Singapore
$449M $0 1 4.67% Maintained
47
Parnassus Investments
Parnassus Investments
California
$441M +$50.1M 1 3.33% Increased
48
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$437M +$47.8M 1 1.21% Increased
49
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$435M +$35.8M 1 1.15% Increased
50
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$430M -$2.97M 3 0.47% Reduced