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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
Ameriprise
Ameriprise
Minnesota
$413M +$41.7M 1 0.24% Increased
52
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$408M +$6.18M 3 0.45% Increased
53
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$407M +$1.51M 1 1.13% Increased
54
Harris Associates
Harris Associates
Illinois
$390M +$9.48M 1 0.62% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$372M -$1.69M 2 0.54% Reduced
56
BlackRock
BlackRock
New York
$364M +$23.4M 2 0.5% Increased
57
Charles Schwab
Charles Schwab
California
$361M +$91.9M 2 0.51% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$334M $0 2 0.46% Maintained
59
Magellan Asset Management
Magellan Asset Management
Australia
$334M +$339M 1 2.15% New
60
HSBC Holdings
HSBC Holdings
United Kingdom
$329M +$98.7M 1 0.63% Increased
61
Swedbank
Swedbank
Sweden
$313M +$596K 1 2.44% Increased
62
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$311M +$52.4M 2 1.91% Increased
63
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$310M -$53.1M 2 0.22% Reduced
64
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$305M +$17.6M 1 0.55% Increased
65
Russell Frank Company
Russell Frank Company
Washington
$289M -$8.42M 2 0.53% Reduced
66
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$280M +$17.8M 1 0.53% Increased
67
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$262M +$36.4M 1 1.46% Increased
68
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$258M +$42.4M 1 0.5% Increased
69
VVP
Vulcan Value Partners
Alabama
$257M +$261M 1 2.56% Increased
70
Prudential Financial
Prudential Financial
New Jersey
$256M -$67.1M 1 0.44% Reduced
71
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$253M -$9M 2 0.51% Reduced
72
AllianceBernstein
AllianceBernstein
Tennessee
$251M -$7.65M 2 0.2% Reduced
73
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$245M -$556K 1 0.57% Reduced
74
Flossbach Von Storch
Flossbach Von Storch
Germany
$240M +$5.35M 1 5.43% Increased
75
APG Asset Management
APG Asset Management
Netherlands
$240M -$31.6M 1 0.5% Reduced