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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	Franklin Resources San Mateo, California	$578M	+$112M	1	0.29%	Increased
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$554M	+$49.5M	2	0.43%	Increased
28	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$529M	-$11.8M	1	1.84%	Reduced
29	JP Morgan Chase New York	$520M	-$78.4M	1	0.14%	Reduced
30	WP Wedgewood Partners St Louis, Missouri	$513M	-$29.7M	1	7.47%	Reduced
31	SA SPO Advisory San Anselmo, California	$507M	-$4.1M	1	8.58%	Reduced
32	Fisher Asset Management Camas, Washington	$504M	-$3.49M	1	1.05%	Reduced
33	Magellan Asset Management Sydney, Australia	$463M	+$224M	1	2.9%	Increased
34	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$454M	-$64.6M	3	0.48%	Reduced
35	BlackRock Investment Management Wilmington, Delaware	$427M	-$60.6M	3	0.58%	Reduced
36	Morgan Stanley New York	$427M	-$756M	3	0.16%	Reduced
37	Macquarie Group Sydney, NSW 2000, Australia	$411M	+$52.5M	1	0.88%	Increased
38	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$410M	+$167M	1	1.13%	Increased
39	Artisan Partners Milwaukee, Wisconsin	$404M	+$6.97M	1	0.82%	Increased
40	Credit Suisse Zurich, Switzerland	$403M	-$49.9M	2	0.48%	Reduced
41	GE General Electric Evendale, Ohio	$366M	-$49.9M	1	0.87%	Reduced
42	Veritas Asset Management London, United Kingdom	$366M	+$208K	1	4.92%	Increased
43	Legal & General Group London, United Kingdom	$361M	+$6.9M	1	0.44%	Increased
44	Schroder Investment Management Group London, United Kingdom	$331M	+$91.7M	1	0.7%	Increased
45	Harris Associates Chicago, Illinois	$320M	-$9.28M	1	0.56%	Reduced
46	UBS AM Chicago, Illinois	$320M	-$42.5M	1	0.35%	Reduced
47	New York State Common Retirement Fund Albany, New York	$301M	+$6.3M	2	0.48%	Increased
48	TIAA CREF Investment Management New York	$293M	-$14M	2	0.23%	Reduced
49	American Century Companies Kansas City, Missouri	$278M	-$58.7M	1	0.34%	Reduced
50	Charles Schwab San Francisco, California	$274M	-$5.28M	2	0.4%	Reduced