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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
AllianceBernstein
AllianceBernstein
Tennessee
$391M -$18.3M 2 0.28% Reduced
27
Janus Henderson Group
Janus Henderson Group
$381M +$33.6M 2 0.26% Increased
28
Eaton Vance Management
Eaton Vance Management
Massachusetts
$365M -$18.7M 1 0.89% Reduced
29
UBS AM
UBS AM
Illinois
$336M +$15.4M 2 0.24% Increased
30
Wells Fargo
Wells Fargo
California
$335M +$6.84M 3 0.12% Increased
31
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$329M +$4.51M 3 0.17% Increased
32
Jennison Associates
Jennison Associates
New York
$326M -$578M 1 0.4% Reduced
33
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$323M -$105M 1 1.48% Reduced
34
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$311M -$12.4M 2 0.28% Reduced
35
Swiss National Bank
Swiss National Bank
Switzerland
$303M +$49.1M 2 0.32% Increased
36
UBS Group
UBS Group
Switzerland
$288M +$33.8M 3 0.14% Increased
37
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$255M -$13.6M 2 0.83% Reduced
38
D.E. Shaw & Co
D.E. Shaw & Co
New York
$248M +$169M 2 0.39% Increased
39
Putnam Investments
Putnam Investments
Massachusetts
$242M +$51.5M 1 0.63% Increased
40
Renaissance Technologies
Renaissance Technologies
New York
$234M -$261M 3 0.23% Reduced
41
Deutsche Bank
Deutsche Bank
Germany
$230M -$76.6M 3 0.21% Reduced
42
AQR Capital Management
AQR Capital Management
Connecticut
$230M -$12M 2 0.39% Reduced
43
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$223M +$104M 2 0.07% Increased
44
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$201M -$73.7M 1 2.87% Reduced
45
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$198M -$3.66M 1 0.85% Reduced
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$195M -$8.5M 3 0.29% Reduced
47
Axa
Axa
France
$182M -$11.1M 2 0.91% Reduced
48
Capital Research Global Investors
Capital Research Global Investors
California
$181M -$931M 1 0.07% Reduced
49
Raymond James & Associates
Raymond James & Associates
Florida
$181M -$8.51M 2 0.29% Reduced
50
California Public Employees Retirement System
California Public Employees Retirement System
California
$181M -$15.9M 3 0.22% Reduced