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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
Legal & General Group
Legal & General Group
United Kingdom
$597M +$13M 3 0.32% Increased
27
Goldman Sachs
Goldman Sachs
New York
$513M +$124M 3 0.15% Increased
28
Ameriprise
Ameriprise
Minnesota
$473M -$180M 2 0.21% Reduced
29
Eaton Vance Management
Eaton Vance Management
Massachusetts
$448M -$36.9M 1 0.98% Reduced
30
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$437M -$136M 2 1.08% Reduced
31
Wells Fargo
Wells Fargo
California
$425M -$32.5M 3 0.12% Reduced
32
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$362M -$38.6M 1 0.78% Reduced
33
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$361M +$37.2M 2 0.3% Increased
34
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$351M +$3.09M 3 0.14% Increased
35
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$350M -$50.5M 1 3.36% Reduced
36
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$349M -$12.8M 1 0.31% Reduced
37
Deutsche Bank
Deutsche Bank
Germany
$336M +$53.9M 3 0.2% Increased
38
UBS AM
UBS AM
Illinois
$325M -$6.89M 2 0.23% Reduced
39
Swiss National Bank
Swiss National Bank
Switzerland
$302M -$7.62M 2 0.33% Reduced
40
Fidelity International
Fidelity International
Bermuda
$292M -$90.4M 2 0.44% Reduced
41
UBS Group
UBS Group
Switzerland
$285M +$17.4M 3 0.11% Increased
42
Prudential Financial
Prudential Financial
New Jersey
$258M +$167M 1 0.4% Increased
43
AllianceBernstein
AllianceBernstein
Tennessee
$258M +$40M 2 0.16% Increased
44
Citadel Advisors
Citadel Advisors
Florida
$256M -$127M 2 0.12% Reduced
45
Two Sigma Advisers
Two Sigma Advisers
New York
$254M -$190M 2 0.63% Reduced
46
Axa
Axa
France
$253M -$3.57M 2 0.99% Reduced
47
Stifel Financial
Stifel Financial
Missouri
$244M -$1.83M 2 0.63% Reduced
48
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$227M +$23.4M 1 0.8% Increased
49
Barclays
Barclays
United Kingdom
$223M +$58M 3 0.14% Increased
50
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$219M -$3.13M 3 0.27% Reduced