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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
51	Lazard Asset Management New York	$332M	+$347M	1	0.79%	New
52	TCW Group Los Angeles, California	$330M	+$345M	1	1.63%	New
53	ClearBridge Investments New York	$325M	+$340M	1	0.5%	New
54	Eaton Vance Management Boston, Massachusetts	$323M	+$338M	1	0.98%	New
55	PNC Financial Services Group Pittsburgh, Pennsylvania	$322M	+$336M	3	0.47%	New
56	Soroban Capital Partners New York	$320M	+$335M	1	3.86%	New
57	Allianz Asset Management Munich, Germany	$320M	+$334M	2	0.45%	New
58	Alkeon Capital Management New York	$319M	+$333M	1	7.14%	New
59	Massachusetts Financial Services Boston, Massachusetts	$310M	+$323M	1	0.21%	New
60	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$284M	+$297M	1	0.64%	New
61	Prudential Financial Newark, New Jersey	$283M	+$296M	1	0.63%	New
62	Polen Capital Management Boca Raton, Florida	$281M	+$293M	1	6.68%	New
63	Maverick Capital Dallas, Texas	$280M	+$292M	1	3.78%	New
64	BlackRock New York	$278M	+$291M	3	0.55%	New
65	HSBC Holdings London, United Kingdom	$277M	+$289M	1	0.83%	New
66	Prudential plc London, England, United Kingdom	$276M	+$288M	1	1.49%	New
67	Veritas Asset Management London, United Kingdom	$273M	+$285M	1	6.51%	New
68	I.G. Investment Management Winnipeg, Manitoba, Canada	$271M	+$283M	1	1.09%	New
69	California Public Employees Retirement System Sacramento, California	$267M	+$279M	2	0.54%	New
70	Citigroup New York	$266M	+$278M	3	0.26%	New
71	Edgewood Management Greenwich, Connecticut	$266M	+$278M	1	3.58%	New
72	Cornerstone Investment Partners Atlanta, Georgia	$262M	+$273M	1	4.06%	New
73	Flossbach Von Storch Cologne, Germany	$253M	+$265M	1	7.66%	New
74	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$242M	+$252M	1	0.68%	New
75	PGGM Investments Zeist, Netherlands	$239M	+$250M	1	1.41%	New