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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 New York	$540M	+$151M	3	0.2%	Increased
27	SA SPO Advisory San Anselmo, California	$472M	$0	1	8.26%	Maintained
28	Fisher Asset Management Camas, Washington	$469M	-$754K	1	0.9%	Reduced
29	JP Jana Partners New York	$460M	-$1.03B	1	6.49%	Reduced
30	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$457M	+$80.3M	1	1.26%	Increased
31	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$451M	-$43.2M	1	1.62%	Reduced
32	Franklin Resources San Mateo, California	$446M	-$97.9M	1	0.23%	Reduced
33	Magellan Asset Management Sydney, Australia	$442M	+$12.2M	1	2.47%	Increased
34	Credit Suisse Zurich, Switzerland	$432M	+$60.2M	2	0.5%	Increased
35	WP Wedgewood Partners St Louis, Missouri	$422M	-$58.8M	1	7.25%	Reduced
36	TIAA CREF Investment Management New York	$413M	+$150M	2	0.31%	Increased
37	Artisan Partners Milwaukee, Wisconsin	$400M	+$25.9M	1	0.79%	Increased
38	BlackRock Investment Management Wilmington, Delaware	$386M	-$12.3M	3	0.5%	Reduced
39	Macquarie Group Sydney, NSW 2000, Australia	$362M	-$21.2M	1	0.74%	Reduced
40	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$359M	-$67.7M	3	0.34%	Reduced
41	Legal & General Group London, United Kingdom	$345M	+$9.64M	1	0.39%	Increased
42	Veritas Asset Management London, United Kingdom	$343M	+$2.66M	1	4.3%	Increased
43	GE General Electric Evendale, Ohio	$340M	-$783K	1	1.64%	Reduced
44	Manning & Napier Advisors Fairport, New York	$334M	+$93M	1	1.95%	Increased
45	Ameriprise Minneapolis, Minnesota	$324M	+$184M	2	0.19%	Increased
46	Harris Associates Chicago, Illinois	$308M	+$10.7M	1	0.52%	Increased
47	New York State Common Retirement Fund Albany, New York	$281M	+$375K	2	0.43%	Increased
48	Schroder Investment Management Group London, United Kingdom	$274M	-$36.6M	1	0.57%	Reduced
49	VVP Vulcan Value Partners Birmingham, Alabama	$271M	+$26.7M	1	2.52%	Increased
50	Charles Schwab San Francisco, California	$267M	+$12.2M	2	0.36%	Increased