← All themes Artificial Intelligence

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
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$252M +$16M 1 0.44% Increased
52
UBS AM
UBS AM
Illinois
$247M -$53.7M 1 0.28% Reduced
53
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$243M +$36.6M 2 0.16% Increased
54
UBS Group
UBS Group
Switzerland
$243M +$29.2M 3 0.16% Increased
55
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$241M -$5.56M 2 0.41% Reduced
56
D.E. Shaw & Co
D.E. Shaw & Co
New York
$234M -$3.25M 2 0.35% Reduced
57
Flossbach Von Storch
Flossbach Von Storch
Germany
$228M -$861K 1 3.88% Reduced
58
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$216M -$8.26M 1 0.39% Reduced
59
HSBC Holdings
HSBC Holdings
United Kingdom
$214M +$46.7M 1 0.52% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$211M +$2.44M 3 0.33% Increased
61
BlackRock
BlackRock
New York
$207M -$3.39M 2 0.3% Reduced
62
Wellington Management Group
Wellington Management Group
Massachusetts
$203M -$505M 2 0.05% Reduced
63
Allianz Asset Management
Allianz Asset Management
Germany
$198M +$17.1M 1 0.22% Increased
64
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$187M +$124M 2 0.56% Increased
65
PGGM Investments
PGGM Investments
Netherlands
$185M -$34.9M 1 0.98% Reduced
66
LSV Asset Management
LSV Asset Management
Illinois
$178M +$13.8M 1 0.39% Increased
67
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$178M -$522K 1 1.13% Reduced
68
Barclays
Barclays
United Kingdom
$177M +$84.7M 2 0.22% Increased
69
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$176M +$7.33M 2 0.11% Increased
70
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$174M -$6.33M 1 0.4% Reduced
71
Causeway Capital Management
Causeway Capital Management
California
$162M +$412K 1 3.42% Increased
72
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$156M -$51.4M 3 0.18% Reduced
73
Teachers Advisors
Teachers Advisors
New York
$153M +$26.9M 2 0.29% Increased
74
First Pacific Advisors
First Pacific Advisors
California
$153M +$3.37M 1 1.35% Increased
75
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$150M -$3.26M 1 0.4% Reduced