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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
Ameriprise
Ameriprise
Minnesota
$468M -$83.9M 1 0.21% Reduced
27
JP Morgan Chase
JP Morgan Chase
New York
$459M -$58.6M 3 0.09% Reduced
28
Morgan Stanley
Morgan Stanley
New York
$423M -$21.1M 3 0.11% Reduced
29
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$413M -$259M 3 0.16% Reduced
30
ClearBridge Investments
ClearBridge Investments
New York
$413M +$363M 2 0.34% Increased
31
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$408M -$7.49M 3 0.18% Reduced
32
Legal & General Group
Legal & General Group
United Kingdom
$402M -$31.3M 2 0.31% Reduced
33
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$396M -$44.3M 1 2.43% Reduced
34
Fidelity International
Fidelity International
Bermuda
$361M +$177M 1 0.54% Increased
35
Eaton Vance Management
Eaton Vance Management
Massachusetts
$357M +$18.3M 1 0.85% Increased
36
Deutsche Bank
Deutsche Bank
Germany
$338M -$14.1M 3 0.17% Reduced
37
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$321M -$33M 1 0.77% Reduced
38
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$318M +$20.6M 1 2.42% Increased
39
Citadel Advisors
Citadel Advisors
Florida
$311M +$138M 2 0.15% Increased
40
UBS Group
UBS Group
Switzerland
$302M +$54.1M 3 0.13% Increased
41
UBS AM
UBS AM
Illinois
$285M -$7.27M 1 0.22% Reduced
42
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$282M +$56.4M 1 0.65% Increased
43
HBK Investments
HBK Investments
Texas
$279M +$8.75M 1 1.83% Increased
44
Swiss National Bank
Swiss National Bank
Switzerland
$277M +$9.18M 2 0.32% Increased
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$262M -$50.6M 1 1.86% Reduced
46
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$259M +$19M 1 0.3% Increased
47
Axa
Axa
France
$256M +$4.87M 3 0.98% Increased
48
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$243M +$8.2M 2 0.16% Increased
49
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$241M +$17.3M 2 0.23% Increased
50
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$238M +$142M 3 0.08% Increased