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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
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$614M -$20.3M 1 3.19% Reduced
27
Goldman Sachs
Goldman Sachs
New York
$605M -$75.1M 2 0.2% Reduced
28
Fisher Asset Management
Fisher Asset Management
Washington
$524M +$6.8M 1 0.97% Increased
29
Franklin Resources
Franklin Resources
California
$498M +$92.8M 1 0.27% Increased
30
Manning & Napier Advisors
Manning & Napier Advisors
New York
$495M -$8.91M 1 3% Reduced
31
Magellan Asset Management
Magellan Asset Management
Australia
$495M +$7.87M 1 2.78% Increased
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$490M +$28.3M 1 2.01% Increased
33
Deutsche Bank
Deutsche Bank
Germany
$470M -$109M 3 0.33% Reduced
34
Artisan Partners
Artisan Partners
Wisconsin
$455M -$8.01M 1 0.97% Reduced
35
BlackRock Investment Management
BlackRock Investment Management
Delaware
$454M +$5.51M 3 0.57% Increased
36
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$418M +$62.5M 3 0.24% Increased
37
Jennison Associates
Jennison Associates
New York
$393M +$387M 1 0.43% New
38
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$391M -$3.03M 3 0.6% Reduced
39
Capital World Investors
Capital World Investors
California
$388M +$382M 1 0.1% New
40
Veritas Asset Management
Veritas Asset Management
United Kingdom
$387M +$23.9M 1 4.25% Increased
41
Legal & General Group
Legal & General Group
United Kingdom
$380M +$839K 1 0.4% Increased
42
Generation Investment Management
Generation Investment Management
United Kingdom
$378M -$206M 1 4.37% Reduced
43
GE
General Electric
Ohio
$376M -$15.1M 1 1.96% Reduced
44
LSV Asset Management
LSV Asset Management
Illinois
$375M +$37.2M 1 0.77% Increased
45
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$347M +$55.9M 1 0.7% Increased
46
SA
SPO Advisory
California
$344M -$152M 1 6.88% Reduced
47
Harris Associates
Harris Associates
Illinois
$330M +$9.23M 1 0.67% Increased
48
Charles Schwab
Charles Schwab
California
$330M +$24.4M 2 0.41% Increased
49
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$308M +$16.6M 1 0.49% Increased
50
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$298M -$22M 2 0.18% Reduced