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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
$642M +$87.5M 1 0.14% Increased
27
Artisan Partners
Artisan Partners
Wisconsin
$600M -$5.67M 2 1.14% Reduced
28
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$598M +$565M 1 8.12% Increased
29
Parnassus Investments
Parnassus Investments
California
$532M +$30.4M 1 2.09% Increased
30
Charles Schwab
Charles Schwab
California
$512M +$26.9M 3 0.41% Increased
31
Legal & General Group
Legal & General Group
United Kingdom
$503M -$17.3M 3 0.36% Reduced
32
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$490M -$83M 1 2.7% Reduced
33
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$438M -$17.1M 3 0.19% Reduced
34
D.E. Shaw & Co
D.E. Shaw & Co
New York
$431M -$41.7M 2 0.59% Reduced
35
Eaton Vance Management
Eaton Vance Management
Massachusetts
$381M -$21.6M 1 0.92% Reduced
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$367M +$15.7M 1 2.17% Increased
37
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$362M +$92M 3 0.24% Increased
38
Swiss National Bank
Swiss National Bank
Switzerland
$352M -$7.62K 2 0.38% Reduced
39
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$328M +$4.58M 1 2.28% Increased
40
Credit Suisse
Credit Suisse
Switzerland
$322M +$104M 2 0.29% Increased
41
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$322M +$63.4M 1 0.83% Increased
42
UBS Group
UBS Group
Switzerland
$311M +$14.1M 3 0.13% Increased
43
UBS AM
UBS AM
Illinois
$303M -$2.77M 1 0.26% Reduced
44
Citadel Advisors
Citadel Advisors
Florida
$299M +$88.1M 2 0.18% Increased
45
Deutsche Bank
Deutsche Bank
Germany
$291M -$203M 3 0.19% Reduced
46
AllianceBernstein
AllianceBernstein
Tennessee
$276M +$87.6M 2 0.2% Increased
47
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$273M -$932K 3 0.33% Reduced
48
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$272M -$9.6M 1 0.35% Reduced
49
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$265M +$8.98M 2 0.26% Increased
50
Axa
Axa
France
$254M -$17M 2 1% Reduced