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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	Generation Investment Management London, United Kingdom	$560M	-$112M	1	6.82%	Reduced
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$554M	-$117M	3	0.42%	Reduced
28	Fisher Asset Management Camas, Washington	$488M	+$8.96M	1	0.93%	Increased
29	Manning & Napier Advisors Fairport, New York	$482M	+$133M	1	2.79%	Increased
30	SA SPO Advisory San Anselmo, California	$475M	-$7M	1	8.71%	Reduced
31	Magellan Asset Management Sydney, Australia	$465M	+$12.6M	1	2.51%	Increased
32	Artisan Partners Milwaukee, Wisconsin	$443M	+$31.7M	1	0.92%	Increased
33	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$440M	-$20.6M	1	1.64%	Reduced
34	BlackRock Investment Management Wilmington, Delaware	$427M	+$31.7M	3	0.56%	Increased
35	Franklin Resources San Mateo, California	$386M	-$67.4M	1	0.2%	Reduced
36	Ameriprise Minneapolis, Minnesota	$378M	+$45M	1	0.23%	Increased
37	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$375M	+$8.62M	3	0.32%	Increased
38	GE General Electric Evendale, Ohio	$374M	+$24.6M	1	1.91%	Increased
39	Credit Suisse Zurich, Switzerland	$372M	-$63.8M	2	0.45%	Reduced
40	Macquarie Group Sydney, NSW 2000, Australia	$366M	-$4M	2	0.74%	Reduced
41	Legal & General Group London, United Kingdom	$362M	+$8.12M	1	0.4%	Increased
42	TIAA CREF Investment Management New York	$347M	-$70M	2	0.27%	Reduced
43	Veritas Asset Management London, United Kingdom	$346M	-$4.43M	1	4.33%	Reduced
44	Dimensional Fund Advisors Austin, Texas	$338M	+$151M	2	0.2%	Increased
45	LSV Asset Management Chicago, Illinois	$321M	+$132M	1	0.67%	Increased
46	Harris Associates Chicago, Illinois	$306M	-$8.09M	1	0.58%	Reduced
47	Royal Bank of Canada Toronto, Ontario, Canada	$306M	+$54.6M	2	0.19%	Increased
48	WP Wedgewood Partners St Louis, Missouri	$304M	-$122M	1	5.52%	Reduced
49	Charles Schwab San Francisco, California	$291M	+$18.2M	2	0.38%	Increased
50	Parametric Portfolio Associates Seattle, Washington	$278M	+$29.7M	1	0.45%	Increased