← 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	Morgan Stanley New York	$784M	+$83.4M	3	0.15%	Increased
27	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$721M	-$23.6M	1	0.49%	Reduced
28	Janus Henderson Group London,	$705M	+$124M	2	0.37%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$637M	+$130M	3	0.44%	Increased
30	Eaton Vance Management Boston, Massachusetts	$613M	-$8.48M	2	1.13%	Reduced
31	Goldman Sachs New York	$573M	-$343M	3	0.16%	Reduced
32	Dimensional Fund Advisors Austin, Texas	$563M	+$8.23M	3	0.24%	Increased
33	Parametric Portfolio Associates Seattle, Washington	$561M	+$14M	3	0.4%	Increased
34	Wells Fargo San Francisco, California	$548M	-$40.1M	3	0.15%	Reduced
35	UBS AM Chicago, Illinois	$547M	-$25.2M	2	0.29%	Reduced
36	Waddell & Reed Financial Overland Park, Kansas	$522M	+$30.3M	2	1.25%	Increased
37	Swiss National Bank Zurich, Switzerland	$519M	-$15M	2	0.41%	Reduced
38	UBS Group Zurich, Switzerland	$472M	-$16.5M	3	0.18%	Reduced
39	DZ Bank Frankfurt Am Main, Germany	$441M	+$105M	1	1.06%	Increased
40	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$393M	-$117M	1	5.22%	Reduced
41	CIBC Private Wealth Group Atlanta, Georgia	$385M	+$44.8M	1	1.18%	Increased
42	Putnam Investments Boston, Massachusetts	$373M	-$27.8M	1	0.73%	Reduced
43	Fred Alger Management New York	$345M	+$307M	1	1%	Increased
44	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$336M	-$55M	1	1.29%	Reduced
45	Raymond James & Associates St Petersburg, Florida	$336M	-$5.84M	1	0.42%	Reduced
46	New York State Common Retirement Fund Albany, New York	$332M	+$17.2M	3	0.41%	Increased
47	California Public Employees Retirement System Sacramento, California	$309M	+$6.21M	3	0.27%	Increased
48	Credit Suisse Zurich, Switzerland	$307M	-$78.4M	2	0.19%	Reduced
49	Stifel Financial St. Louis, Missouri	$307M	-$1.47M	2	0.63%	Reduced
50	Axa Paris, France	$296M	-$215K	2	1.07%	Reduced