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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
California Public Employees Retirement System
California Public Employees Retirement System
California
$412M +$83.1M 3 0.6% Increased
52
HSBC Holdings
HSBC Holdings
United Kingdom
$398M +$30.2M 1 1.04% Increased
53
ClearBridge Investments
ClearBridge Investments
New York
$397M +$7.86M 1 0.5% Increased
54
BlackRock Advisors
BlackRock Advisors
Delaware
$391M -$12.1M 3 0.38% Reduced
55
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$385M +$27.5M 2 0.27% Increased
56
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$369M -$22M 2 0.49% Reduced
57
BlackRock
BlackRock
New York
$359M +$48M 3 0.59% Increased
58
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$359M +$66.6M 1 5.42% Increased
59
Prudential Financial
Prudential Financial
New Jersey
$352M +$32.6M 1 0.7% Increased
60
Citigroup
Citigroup
New York
$339M +$8.91M 3 0.31% Increased
61
TCW Group
TCW Group
California
$332M -$74M 1 1.4% Reduced
62
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$331M -$13.7M 1 0.69% Reduced
63
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$328M -$31.1M 1 1% Reduced
64
WP
Wedgewood Partners
Missouri
$326M +$28.6M 1 6.79% Increased
65
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$324M -$4.93M 1 0.18% Reduced
66
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$322M +$8.48M 1 0.79% Increased
67
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$320M +$1.55M 1 4.08% Increased
68
Bank of Montreal
Bank of Montreal
Ontario, Canada
$316M +$56.7M 1 0.43% Increased
69
Polen Capital Management
Polen Capital Management
Florida
$310M -$9.82M 1 6.87% Reduced
70
Lazard Asset Management
Lazard Asset Management
New York
$300M +$4.12M 1 0.67% Increased
71
ING Group
ING Group
Netherlands
$296M +$115M 1 1.49% Increased
72
Alkeon Capital Management
Alkeon Capital Management
New York
$289M -$7.05M 1 4.87% Reduced
73
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$289M +$72M 1 1.1% Increased
74
William Blair & Company
William Blair & Company
Illinois
$278M +$10.5M 1 0.46% Increased
75
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$275M +$6.18M 1 0.67% Increased