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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
VVP
Vulcan Value Partners
Alabama
$277M +$264K 1 2.49% Increased
52
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$276M -$3.07M 1 0.57% Reduced
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$267M -$18.3M 2 0.41% Reduced
54
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$258M -$25.4K 1 0.45% Reduced
55
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$254M +$59.1M 1 0.8% Increased
56
HSBC Holdings
HSBC Holdings
United Kingdom
$248M +$27.8M 1 0.7% Increased
57
Flossbach Von Storch
Flossbach Von Storch
Germany
$243M +$9.36M 1 3.86% Increased
58
Allianz Asset Management
Allianz Asset Management
Germany
$242M +$38.1M 1 0.28% Increased
59
UBS AM
UBS AM
Illinois
$240M -$12.1M 1 0.28% Reduced
60
Wellington Management Group
Wellington Management Group
Massachusetts
$221M +$11.9M 1 0.06% Increased
61
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$215M -$3.25M 1 0.38% Reduced
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$215M -$407K 3 0.35% Reduced
63
VOYA Investment Management
VOYA Investment Management
Georgia
$212M +$165M 2 0.53% Increased
64
UBS Group
UBS Group
Switzerland
$205M -$41M 3 0.14% Reduced
65
Prudential Financial
Prudential Financial
New Jersey
$194M +$40.2M 2 0.35% Increased
66
Swiss National Bank
Swiss National Bank
Switzerland
$194M +$51.7M 2 0.36% Increased
67
First Pacific Advisors
First Pacific Advisors
California
$178M +$21M 1 1.62% Increased
68
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$177M -$552K 1 0.4% Reduced
69
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$171M -$11.1M 1 1.14% Reduced
70
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$170M +$20.3M 2 0.36% Increased
71
Causeway Capital Management
Causeway Capital Management
California
$166M +$4.78M 1 3.81% Increased
72
BlackRock
BlackRock
New York
$160M -$49.1M 2 0.26% Reduced
73
Barclays
Barclays
United Kingdom
$160M -$21.1M 3 0.24% Reduced
74
Teachers Advisors
Teachers Advisors
New York
$159M +$4.91M 2 0.29% Increased
75
USAA
United Services Automobile Association
Texas
$155M +$26.4M 1 0.56% Increased