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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
Parnassus Investments
Parnassus Investments
California
$543M +$94.9M 1 2.19% Increased
27
Charles Schwab
Charles Schwab
California
$522M +$90.5M 3 0.41% Increased
28
JP Morgan Chase
JP Morgan Chase
New York
$512M -$264M 3 0.11% Reduced
29
Morgan Stanley
Morgan Stanley
New York
$444M -$362M 3 0.12% Reduced
30
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$435M +$11.7M 1 2.51% Increased
31
Legal & General Group
Legal & General Group
United Kingdom
$431M -$5.49M 3 0.33% Reduced
32
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$413M +$38.7M 2 0.19% Increased
33
Deutsche Bank
Deutsche Bank
Germany
$351M +$114M 3 0.17% Increased
34
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$350M +$81.7M 1 0.86% Increased
35
Eaton Vance Management
Eaton Vance Management
Massachusetts
$334M +$4.92M 1 0.83% Increased
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$309M -$10.4M 1 1.89% Reduced
37
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$294M +$10.8M 1 2.21% Increased
38
UBS AM
UBS AM
Illinois
$289M +$30.4M 1 0.23% Increased
39
HBK Investments
HBK Investments
Texas
$267M +$115M 2 1.84% Increased
40
Swiss National Bank
Swiss National Bank
Switzerland
$265M -$45.5M 2 0.32% Reduced
41
Axa
Axa
France
$262M +$49.7M 3 1.04% Increased
42
AllianceBernstein
AllianceBernstein
Tennessee
$255M +$19.4M 2 0.18% Increased
43
UBS Group
UBS Group
Switzerland
$244M -$28.5M 3 0.11% Reduced
44
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$237M +$1.89M 1 0.3% Increased
45
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$232M -$93.6M 3 0.16% Reduced
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$232M -$4.9M 3 0.29% Reduced
47
Pentwater Capital Management
Pentwater Capital Management
Florida
$229M -$623M 1 1.62% Reduced
48
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$223M +$181M 1 0.51% Increased
49
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$221M -$9.66M 2 0.22% Reduced
50
D.E. Shaw & Co
D.E. Shaw & Co
New York
$220M -$174M 2 0.3% Reduced