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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
Morgan Stanley
Morgan Stanley
New York
$424M -$718M 3 0.13% Reduced
27
Wells Fargo
Wells Fargo
California
$419M -$208M 3 0.14% Reduced
28
Veritas Asset Management
Veritas Asset Management
United Kingdom
$417M -$6.38M 1 3.86% Reduced
29
Eaton Vance Management
Eaton Vance Management
Massachusetts
$416M +$41.3M 1 1.08% Increased
30
Millennium Management
Millennium Management
New York
$403M +$129M 3 0.63% Increased
31
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$401M +$104M 1 1.14% Increased
32
Legal & General Group
Legal & General Group
United Kingdom
$361M -$37.4M 2 0.28% Reduced
33
Goldman Sachs
Goldman Sachs
New York
$343M -$62.7M 2 0.11% Reduced
34
JP Morgan Chase
JP Morgan Chase
New York
$326M -$95.7M 3 0.08% Reduced
35
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$320M -$1.72M 1 3.13% Reduced
36
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$309M -$67.3M 1 2.34% Reduced
37
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$306M -$36.6M 1 0.77% Reduced
38
AllianceBernstein
AllianceBernstein
Tennessee
$304M +$66.7M 2 0.23% Increased
39
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$303M +$51.3M 1 0.33% Increased
40
UBS AM
UBS AM
Illinois
$272M -$11.5M 2 0.23% Reduced
41
Swiss National Bank
Swiss National Bank
Switzerland
$262M +$5.02M 2 0.34% Increased
42
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$256M -$6.68M 2 0.25% Reduced
43
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$250M -$133M 3 0.11% Reduced
44
Coatue Management
Coatue Management
New York
$249M -$223M 1 2.95% Reduced
45
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$237M -$25.9M 2 0.19% Reduced
46
Point72 Asset Management
Point72 Asset Management
Connecticut
$215M -$72.3M 1 1.05% Reduced
47
Allianz Asset Management
Allianz Asset Management
Germany
$211M +$12.7M 1 0.23% Increased
48
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$207M -$19M 2 0.3% Reduced
49
UBS Group
UBS Group
Switzerland
$205M -$131M 3 0.09% Reduced
50
Axa
Axa
France
$204M -$111K 3 0.89% Reduced