← All themes Artificial Intelligence

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	Magellan Asset Management Sydney, Australia	$658M	+$42.8M	1	3.09%	Increased
27	Fisher Asset Management Camas, Washington	$632M	-$194K	1	1.1%	Reduced
28	Brown Brothers Harriman & Co New York	$629M	-$36.8M	1	3.44%	Reduced
29	JSP Jackson Square Partners Larkspur, California	$623M	-$365M	1	3.22%	Reduced
30	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$611M	-$194M	1	1.54%	Reduced
31	Capital Research Global Investors Los Angeles, California	$609M	-$445M	1	0.2%	Reduced
32	Dimensional Fund Advisors Austin, Texas	$595M	+$3.93M	3	0.3%	Increased
33	Artisan Partners Milwaukee, Wisconsin	$565M	+$14.9M	1	1.17%	Increased
34	Goldman Sachs New York	$563M	-$72M	3	0.16%	Reduced
35	Franklin Resources San Mateo, California	$534M	-$7.11M	1	0.28%	Reduced
36	BlackRock Investment Management Wilmington, Delaware	$493M	-$24.5M	3	0.57%	Reduced
37	Legal & General Group London, United Kingdom	$483M	+$18.9M	2	0.45%	Increased
38	TIAA CREF Investment Management New York	$458M	+$78.7M	2	0.34%	Increased
39	LSV Asset Management Chicago, Illinois	$457M	-$46.4M	1	0.84%	Reduced
40	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$444M	-$99.6M	1	2.39%	Reduced
41	Charles Schwab San Francisco, California	$439M	+$11.5M	2	0.48%	Increased
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$433M	-$139M	3	0.35%	Reduced
43	Harris Associates Chicago, Illinois	$409M	+$5.77M	1	0.79%	Increased
44	Royal Bank of Canada Toronto, Ontario, Canada	$391M	+$18.1M	2	0.21%	Increased
45	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$375M	-$15.8M	3	0.53%	Reduced
46	Parametric Portfolio Associates Seattle, Washington	$329M	-$41.9M	2	0.46%	Reduced
47	Lord, Abbett & Co Jersey City, New Jersey	$327M	-$51.1M	1	0.99%	Reduced
48	Prudential Financial Newark, New Jersey	$327M	+$16M	2	0.53%	Increased
49	Schroder Investment Management Group London, United Kingdom	$327M	-$40.3M	1	0.63%	Reduced
50	UBS AM Chicago, Illinois	$292M	-$7.17M	1	0.33%	Reduced