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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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$412M +$23.4M 1 1.13% Increased
52
Allianz Asset Management
Allianz Asset Management
Germany
$410M -$34.6M 2 0.51% Reduced
53
Prudential plc
Prudential plc
United Kingdom
$407M +$10.4M 1 1.7% Increased
54
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$405M +$17.8M 2 0.27% Increased
55
BlackRock
BlackRock
New York
$402M +$11.8M 2 0.6% Increased
56
Russell Frank Company
Russell Frank Company
Washington
$397M -$15.4M 1 0.69% Reduced
57
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$396M +$180M 1 2.04% Increased
58
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$393M +$3.15M 3 0.5% Increased
59
WP
Wedgewood Partners
Missouri
$388M +$17.5M 1 6.77% Increased
60
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$375M +$30.5M 1 0.2% Increased
61
Macquarie Group
Macquarie Group
Australia
$375M -$730M 1 0.84% Reduced
62
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$373M +$19.5M 1 1.06% Increased
63
MC
Montag & Caldwell
Georgia
$357M -$24.7M 1 3.21% Reduced
64
BlackRock Advisors
BlackRock Advisors
Delaware
$355M -$113M 3 0.34% Reduced
65
Manning & Napier Advisors
Manning & Napier Advisors
New York
$354M -$694K 1 1.37% Reduced
66
Edgewood Management
Edgewood Management
Connecticut
$354M -$16.3M 1 3.59% Reduced
67
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$344M +$10.1M 1 0.79% Increased
68
AllianceBernstein
AllianceBernstein
Tennessee
$341M -$62.3M 2 0.29% Reduced
69
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$340M -$9.57M 1 1.36% Reduced
70
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$340M -$519K 1 4.08% Reduced
71
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$337M -$17.2M 1 0.69% Reduced
72
William Blair & Company
William Blair & Company
Illinois
$336M +$31.9M 1 0.55% Increased
73
Parnassus Investments
Parnassus Investments
California
$330M +$31.9M 1 2.89% Increased
74
Polen Capital Management
Polen Capital Management
Florida
$310M -$16.4M 1 6.76% Reduced
75
Harris Associates
Harris Associates
Illinois
$305M +$49M 1 0.51% Increased