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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
ClearBridge Investments
ClearBridge Investments
New York
$674M +$135M 2 0.58% Increased
27
Coatue Management
Coatue Management
New York
$580M +$530M 1 6.07% New
28
Veritas Asset Management
Veritas Asset Management
United Kingdom
$535M -$324M 1 4.51% Reduced
29
JP Morgan Chase
JP Morgan Chase
New York
$525M -$56.9M 3 0.1% Reduced
30
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$525M +$1.97M 3 0.22% Increased
31
Goldman Sachs
Goldman Sachs
New York
$508M -$107M 3 0.13% Reduced
32
Legal & General Group
Legal & General Group
United Kingdom
$500M -$11.5M 2 0.36% Reduced
33
Eaton Vance Management
Eaton Vance Management
Massachusetts
$477M +$17.3M 1 1.06% Increased
34
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$473M -$45.8M 3 0.18% Reduced
35
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$471M -$33.8M 1 2.92% Reduced
36
Deutsche Bank
Deutsche Bank
Germany
$467M +$32.5M 3 0.24% Increased
37
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$430M +$16.3M 1 0.91% Increased
38
UBS Group
UBS Group
Switzerland
$415M +$25.2M 2 0.16% Increased
39
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$407M -$1.15M 1 3.4% Reduced
40
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$385M +$20.4M 1 0.85% Increased
41
Point72 Asset Management
Point72 Asset Management
Connecticut
$358M +$327M 2 1.48% New
42
UBS AM
UBS AM
Illinois
$357M -$8.29M 2 0.27% Reduced
43
Millennium Management
Millennium Management
New York
$357M +$110M 2 0.44% Increased
44
Parnassus Investments
Parnassus Investments
California
$346M -$352M 1 1.32% Reduced
45
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$332M +$21.7M 2 0.29% Increased
46
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$330M +$18.1M 2 0.22% Increased
47
Swiss National Bank
Swiss National Bank
Switzerland
$326M -$26.6M 2 0.36% Reduced
48
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$323M -$8.87M 1 0.35% Reduced
49
Citadel Advisors
Citadel Advisors
Florida
$313M -$72.2M 2 0.14% Reduced
50
AllianceBernstein
AllianceBernstein
Tennessee
$305M +$8.85M 2 0.2% Increased