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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 Los Angeles, California	$445M	+$23.8M	1	0.1%	Increased
27	JP Morgan Chase New York	$428M	-$79.1M	2	0.09%	Reduced
28	Legal & General Group London, United Kingdom	$422M	+$12.1M	3	0.32%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$410M	+$135M	3	0.28%	Increased
30	Parnassus Investments San Francisco, California	$405M	+$159M	1	1.66%	Increased
31	Charles Schwab San Francisco, California	$392M	+$8.94M	3	0.34%	Increased
32	D.E. Shaw & Co New York	$385M	+$260M	2	0.59%	Increased
33	Royal Bank of Canada Toronto, Ontario, Canada	$370M	+$27.1M	3	0.18%	Increased
34	Eaton Vance Management Boston, Massachusetts	$327M	+$151M	1	0.85%	Increased
35	Nordea Investment Management Stockholm, Sweden	$303M	+$11M	1	0.73%	Increased
36	Swiss National Bank Zurich, Switzerland	$285M	+$2.64M	2	0.32%	Increased
37	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$284M	-$22.5M	1	1.66%	Reduced
38	Epoch Investment Partners New York	$266M	-$5.62M	1	0.89%	Reduced
39	Thornburg Investment Management Santa Fe, New Mexico	$262M	+$96.5M	1	1.87%	Increased
40	UBS AM Chicago, Illinois	$248M	+$6.16M	1	0.23%	Increased
41	Susquehanna International Group Bala Cynwyd, Pennsylvania	$244M	+$126M	2	0.09%	Increased
42	UBS Group Zurich, Switzerland	$240M	+$33.2M	3	0.11%	Increased
43	Schroder Investment Management Group London, United Kingdom	$236M	-$68M	1	0.41%	Reduced
44	Maverick Capital Dallas, Texas	$231M	+$34M	1	2.93%	Increased
45	Harris Associates Chicago, Illinois	$230M	+$36.5K	1	0.39%	Increased
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$228M	+$1.55M	1	0.32%	Increased
47	New York State Common Retirement Fund Albany, New York	$222M	+$21K	3	0.28%	Increased
48	Axa Paris, France	$222M	+$2.15M	2	0.95%	Increased
49	TIAA CREF Investment Management New York	$215M	-$32.4M	3	0.15%	Reduced
50	Pictet Asset Management (UK) London, United Kingdom	$207M	+$50.4M	1	0.59%	Increased