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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
Capital World Investors
Capital World Investors
California
$449M $0 1 0.11% Maintained
27
Veritas Asset Management
Veritas Asset Management
United Kingdom
$440M +$446M 1 3.44% New
28
Legal & General Group
Legal & General Group
United Kingdom
$437M +$7.73M 3 0.35% Increased
29
Charles Schwab
Charles Schwab
California
$408M +$24.8M 3 0.38% Increased
30
Jennison Associates
Jennison Associates
New York
$397M -$60.8M 1 0.42% Reduced
31
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$365M +$1.21K 3 0.19% Increased
32
LSV Asset Management
LSV Asset Management
Illinois
$355M -$20.6M 1 0.63% Reduced
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$326M -$5.65M 1 1.8% Reduced
34
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$322M -$39.6M 1 0.58% Reduced
35
Nordea Investment Management
Nordea Investment Management
Sweden
$311M -$15.7M 1 0.78% Reduced
36
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$305M -$21.2M 3 0.37% Reduced
37
Swiss National Bank
Swiss National Bank
Switzerland
$301M +$9.21M 2 0.36% Increased
38
Deutsche Bank
Deutsche Bank
Germany
$294M -$252M 3 0.21% Reduced
39
Epoch Investment Partners
Epoch Investment Partners
New York
$289M -$32.8M 1 0.98% Reduced
40
Baupost Group
Baupost Group
Massachusetts
$288M $0 1 3.29% Maintained
41
Parnassus Investments
Parnassus Investments
California
$266M +$92.2M 1 1.12% Increased
42
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$262M +$13.8M 3 0.18% Increased
43
UBS AM
UBS AM
Illinois
$258M +$8.95M 1 0.25% Increased
44
Harris Associates
Harris Associates
Illinois
$245M -$89.6M 1 0.44% Reduced
45
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$242M +$9.67M 1 0.35% Increased
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$237M -$1.45M 3 0.31% Reduced
47
American Century Companies
American Century Companies
Missouri
$234M +$649K 1 0.24% Increased
48
Axa
Axa
France
$231M +$15.5M 2 1.05% Increased
49
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$231M +$76.4M 2 0.28% Increased
50
USAA
United Services Automobile Association
Texas
$229M +$24.7M 1 0.7% Increased