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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
WP
Wedgewood Partners
Missouri
$629M +$35.8M 1 8.43% Increased
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$628M -$125M 1 2.03% Reduced
28
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$599M +$128M 3 0.71% Increased
29
Deutsche Bank
Deutsche Bank
Germany
$596M -$205M 3 0.38% Reduced
30
SA
SPO Advisory
California
$595M +$141M 1 8.91% Increased
31
Fisher Asset Management
Fisher Asset Management
Washington
$592M +$7.82M 1 1.15% Increased
32
Generation Investment Management
Generation Investment Management
United Kingdom
$580M +$199M 1 7.78% Increased
33
Managed Account Advisors
Managed Account Advisors
New Jersey
$577M +$713K 1 0.48% Increased
34
BlackRock Investment Management
BlackRock Investment Management
Delaware
$566M +$71.9M 3 0.7% Increased
35
Franklin Resources
Franklin Resources
California
$556M +$7.04M 1 0.25% Increased
36
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$541M +$139M 1 1.48% Increased
37
Credit Suisse
Credit Suisse
Switzerland
$532M +$148M 2 0.52% Increased
38
GE
General Electric
Ohio
$480M -$17M 1 1.07% Reduced
39
Orbis Holdings
Orbis Holdings
Bermuda
$467M -$253M 1 3.55% Reduced
40
Artisan Partners
Artisan Partners
Wisconsin
$463M +$55.3M 1 0.85% Increased
41
Ameriprise
Ameriprise
Minnesota
$438M +$70.7M 1 0.25% Increased
42
Veritas Asset Management
Veritas Asset Management
United Kingdom
$426M +$34.8M 1 6.01% Increased
43
Eaton Vance Management
Eaton Vance Management
Massachusetts
$425M +$16.4M 1 1.3% Increased
44
Macquarie Group
Macquarie Group
Australia
$423M +$7.02M 2 0.84% Increased
45
UBS AM
UBS AM
Illinois
$418M -$11.9M 1 0.4% Reduced
46
Legal & General Group
Legal & General Group
United Kingdom
$414M -$4.74M 1 0.49% Reduced
47
Institutional Capital
Institutional Capital
Illinois
$401M +$20M 1 2.81% Increased
48
American Century Companies
American Century Companies
Missouri
$385M -$204M 1 0.43% Reduced
49
Harris Associates
Harris Associates
Illinois
$383M +$33.5M 1 0.61% Increased
50
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$362M -$142M 2 0.26% Reduced