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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	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$492M	-$46.8M	1	1.22%	Reduced
27	Goldman Sachs New York	$481M	-$16.4M	2	0.13%	Reduced
28	Jennison Associates New York	$475M	-$673M	1	0.51%	Reduced
29	Capital World Investors Los Angeles, California	$467M	-$122M	1	0.11%	Reduced
30	Legal & General Group London, United Kingdom	$446M	+$21.4M	2	0.38%	Increased
31	Magellan Asset Management Sydney, Australia	$427M	-$154M	1	1.88%	Reduced
32	Charles Schwab San Francisco, California	$398M	+$12.1M	2	0.4%	Increased
33	LSV Asset Management Chicago, Illinois	$390M	-$12.6M	1	0.71%	Reduced
34	Royal Bank of Canada Toronto, Ontario, Canada	$380M	+$37.1M	2	0.2%	Increased
35	JSP Jackson Square Partners Larkspur, California	$377M	-$173M	1	1.86%	Reduced
36	Schroder Investment Management Group London, United Kingdom	$375M	+$89.6M	1	0.67%	Increased
37	Harris Associates Chicago, Illinois	$346M	-$13.6M	1	0.63%	Reduced
38	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$344M	-$46.7M	1	1.94%	Reduced
39	Nordea Investment Management Stockholm, Sweden	$339M	+$293M	1	0.9%	Increased
40	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$339M	+$9.07M	3	0.43%	Increased
41	Epoch Investment Partners New York	$334M	+$114M	2	1.11%	Increased
42	Swiss National Bank Zurich, Switzerland	$303M	+$65.5M	2	0.38%	Increased
43	Baupost Group Boston, Massachusetts	$299M	+$303M	1	3.52%	New
44	Prudential Financial Newark, New Jersey	$299M	+$11.1M	2	0.47%	Increased
45	TIAA CREF Investment Management New York	$259M	-$147M	2	0.19%	Reduced
46	UBS AM Chicago, Illinois	$259M	+$1.91M	1	0.26%	Increased
47	Causeway Capital Management Los Angeles, California	$254M	+$27.5M	1	3.44%	Increased
48	New York State Common Retirement Fund Albany, New York	$247M	-$2.11M	3	0.33%	Reduced
49	American Century Companies Kansas City, Missouri	$243M	+$49.8M	1	0.25%	Increased
50	Credit Suisse Zurich, Switzerland	$242M	+$10.2M	2	0.22%	Increased