← All themes Artificial Intelligence

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
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$434M +$30.3M 1 1.07% Increased
27
Morgan Stanley
Morgan Stanley
New York
$427M -$6.23M 3 0.12% Reduced
28
Eaton Vance Management
Eaton Vance Management
Massachusetts
$364M -$49.6M 1 0.84% Reduced
29
Wells Fargo
Wells Fargo
California
$345M -$71.7M 3 0.1% Reduced
30
Two Sigma Advisers
Two Sigma Advisers
New York
$340M +$302M 2 0.86% Increased
31
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$302M -$18M 1 2.92% Reduced
32
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$301M -$4.75M 1 0.66% Reduced
33
Citadel Advisors
Citadel Advisors
Florida
$300M +$170M 2 0.15% Increased
34
Fidelity International
Fidelity International
Bermuda
$296M +$177M 2 0.46% Increased
35
Goldman Sachs
Goldman Sachs
New York
$291M -$52.3M 3 0.09% Reduced
36
JP Morgan Chase
JP Morgan Chase
New York
$277M -$48.3M 3 0.06% Reduced
37
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$272M -$30.1M 1 0.25% Reduced
38
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$269M +$11.3M 3 0.11% Increased
39
UBS AM
UBS AM
Illinois
$249M -$21.5M 2 0.19% Reduced
40
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$242M -$14.4M 2 0.21% Reduced
41
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$234M -$4.22M 2 0.17% Reduced
42
Swiss National Bank
Swiss National Bank
Switzerland
$233M -$28.4M 2 0.26% Reduced
43
Deutsche Bank
Deutsche Bank
Germany
$214M +$39.1M 3 0.13% Increased
44
Axa
Axa
France
$203M -$9.59M 3 0.79% Reduced
45
UBS Group
UBS Group
Switzerland
$200M -$5.11M 3 0.08% Reduced
46
Stifel Financial
Stifel Financial
Missouri
$185M +$10.1M 2 0.52% Increased
47
OppenheimerFunds
OppenheimerFunds
New York
$184M +$56.8M 1 0.23% Increased
48
Putnam Investments
Putnam Investments
Massachusetts
$178M -$2.14M 1 0.41% Reduced
49
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$168M -$38.5M 2 0.22% Reduced
50
California Public Employees Retirement System
California Public Employees Retirement System
California
$163M -$1.02M 3 0.2% Reduced