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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
Artisan Partners
Artisan Partners
Wisconsin
$429M +$49.1M 1 0.75% Increased
52
Institutional Capital
Institutional Capital
Illinois
$415M +$408M 1 2.5% New
53
Harris Associates
Harris Associates
Illinois
$408M +$44.5M 1 0.63% Increased
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$401M -$1.78M 1 0.59% Reduced
55
Ameriprise
Ameriprise
Minnesota
$398M -$27.4M 1 0.23% Reduced
56
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$388M +$27.7M 2 0.25% Increased
57
Macquarie Group
Macquarie Group
Australia
$381M +$42M 2 0.79% Increased
58
BlackRock
BlackRock
New York
$366M -$13.8M 2 0.52% Reduced
59
Prudential Financial
Prudential Financial
New Jersey
$345M -$16.8M 1 0.63% Reduced
60
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$344M -$29.6M 1 3.91% Reduced
61
Swedbank
Swedbank
Sweden
$335M +$330M 1 2.58% New
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$334M -$64.1M 2 0.46% Reduced
63
Allianz Asset Management
Allianz Asset Management
Germany
$329M +$19.4M 2 0.37% Increased
64
JP
Jana Partners
New York
$327M +$322M 1 2.85% New
65
Russell Frank Company
Russell Frank Company
Washington
$320M -$12.8M 2 0.56% Reduced
66
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$312M -$5.14M 1 0.6% Reduced
67
Boston Partners
Boston Partners
Massachusetts
$297M +$15.5M 1 0.45% Increased
68
APG Asset Management
APG Asset Management
Netherlands
$291M -$669K 1 0.56% Reduced
69
Charles Schwab
Charles Schwab
California
$289M +$10.6M 2 0.43% Increased
70
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$281M +$18.4M 1 0.56% Increased
71
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$280M +$4.04M 2 0.59% Increased
72
AllianceBernstein
AllianceBernstein
Tennessee
$276M -$57.3M 2 0.23% Reduced
73
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$276M -$112M 1 1.57% Reduced
74
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$263M -$27.5M 1 0.62% Reduced
75
ING Group
ING Group
Netherlands
$263M +$147M 1 1.24% Increased