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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
ClearBridge Investments
ClearBridge Investments
New York
$428M +$5.63M 1 0.51% Increased
52
Prudential Financial
Prudential Financial
New Jersey
$407M +$31.8M 1 0.76% Increased
53
AllianceBernstein
AllianceBernstein
Tennessee
$401M -$89.3M 3 0.35% Reduced
54
Prudential plc
Prudential plc
United Kingdom
$395M -$54.2M 1 1.76% Reduced
55
Capital World Investors
Capital World Investors
California
$394M +$377M 1 0.11% New
56
BlackRock
BlackRock
New York
$389M +$7.3M 3 0.63% Increased
57
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$388M -$3.27M 3 0.51% Reduced
58
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$387M +$36.8M 1 1.16% Increased
59
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$385M -$22.5M 2 0.28% Reduced
60
HSBC Holdings
HSBC Holdings
United Kingdom
$384M -$37.7M 1 0.92% Reduced
61
MC
Montag & Caldwell
Georgia
$380M -$59.7M 1 3.33% Reduced
62
WP
Wedgewood Partners
Missouri
$369M +$21.1M 1 6.83% Increased
63
Edgewood Management
Edgewood Management
Connecticut
$368M +$142M 1 3.92% Increased
64
Manning & Napier Advisors
Manning & Napier Advisors
New York
$353M -$184M 1 1.46% Reduced
65
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$353M +$67.9M 1 1% Increased
66
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$352M -$2.66M 1 0.74% Reduced
67
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$348M +$39.4M 1 1.37% Increased
68
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$344M -$335K 1 0.19% Reduced
69
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$339M -$1M 1 4.1% Reduced
70
BlackRock Investment Management
BlackRock Investment Management
Delaware
$335M +$64.7M 3 0.49% Increased
71
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$333M -$8.58M 1 0.81% Reduced
72
Polen Capital Management
Polen Capital Management
Florida
$325M -$4.68M 1 7.02% Reduced
73
Alkeon Capital Management
Alkeon Capital Management
New York
$314M +$6.78M 1 5.3% Increased
74
Swedbank
Swedbank
Sweden
$313M +$340M 1 2.44% New
75
William Blair & Company
William Blair & Company
Illinois
$303M +$7.41M 1 0.5% Increased