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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
Orbis Holdings
Orbis Holdings
Bermuda
$774M +$260M 1 6.17% Increased
27
BlackRock Advisors
BlackRock Advisors
Delaware
$662M +$127M 3 0.68% Increased
28
WP
Wedgewood Partners
Missouri
$660M +$89.3M 1 8.86% Increased
29
Fisher Asset Management
Fisher Asset Management
Washington
$647M +$7.77M 1 1.29% Increased
30
Managed Account Advisors
Managed Account Advisors
New Jersey
$638M +$143M 1 0.56% Increased
31
American Century Companies
American Century Companies
Missouri
$634M -$49.3M 1 0.71% Reduced
32
Morgan Stanley
Morgan Stanley
New York
$617M -$164M 3 0.23% Reduced
33
Franklin Resources
Franklin Resources
California
$608M -$158M 1 0.28% Reduced
34
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$605M -$228M 1 0.5% Reduced
35
BlackRock Investment Management
BlackRock Investment Management
Delaware
$550M +$114M 3 0.72% Increased
36
GE
General Electric
Ohio
$548M -$41M 1 1.28% Reduced
37
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$541M -$115M 2 0.38% Reduced
38
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$531M -$196M 3 0.67% Reduced
39
SA
SPO Advisory
California
$516M $0 1 7.09% Maintained
40
UBS AM
UBS AM
Illinois
$474M -$22M 1 0.46% Reduced
41
Parnassus Investments
Parnassus Investments
California
$466M +$55.5M 1 3.34% Increased
42
Legal & General Group
Legal & General Group
United Kingdom
$463M -$3.61M 1 0.55% Reduced
43
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$458M +$51.2M 1 1.27% Increased
44
Macquarie Group
Macquarie Group
Australia
$458M +$99M 2 0.9% Increased
45
Artisan Partners
Artisan Partners
Wisconsin
$457M +$57.9M 1 0.82% Increased
46
Eaton Vance Management
Eaton Vance Management
Massachusetts
$454M -$114M 1 1.37% Reduced
47
Generation Investment Management
Generation Investment Management
United Kingdom
$440M -$28.2M 1 6.14% Reduced
48
Veritas Asset Management
Veritas Asset Management
United Kingdom
$436M +$5.32M 1 6.88% Increased
49
Credit Suisse
Credit Suisse
Switzerland
$436M -$227M 2 0.44% Reduced
50
Institutional Capital
Institutional Capital
Illinois
$424M +$37.6M 1 2.61% Increased