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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
Macquarie Group
Macquarie Group
Australia
$291M -$91.7M 2 0.57% Reduced
52
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$287M +$18.3M 2 0.9% Increased
53
Wellington Management Group
Wellington Management Group
Massachusetts
$283M +$51M 2 0.07% Increased
54
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$283M -$79.6M 2 0.22% Reduced
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$267M -$12.8M 2 0.39% Reduced
56
Credit Suisse
Credit Suisse
Switzerland
$251M -$136M 2 0.28% Reduced
57
UBS AM
UBS AM
Illinois
$248M -$3.63M 1 0.28% Reduced
58
Swiss National Bank
Swiss National Bank
Switzerland
$227M +$15M 2 0.37% Increased
59
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$224M -$1.92M 1 0.39% Reduced
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$221M -$4.35M 3 0.36% Reduced
61
VOYA Investment Management
VOYA Investment Management
Georgia
$221M -$1.38M 2 0.54% Reduced
62
Prudential Financial
Prudential Financial
New Jersey
$219M +$15.6M 1 0.37% Increased
63
WP
Wedgewood Partners
Missouri
$215M -$102M 1 4.36% Reduced
64
First Pacific Advisors
First Pacific Advisors
California
$210M +$22.9M 1 1.77% Increased
65
VVP
Vulcan Value Partners
Alabama
$194M -$95M 1 1.9% Reduced
66
UBS Group
UBS Group
Switzerland
$188M -$26.3M 3 0.12% Reduced
67
Causeway Capital Management
Causeway Capital Management
California
$184M +$11M 1 3.91% Increased
68
Allianz Asset Management
Allianz Asset Management
Germany
$182M -$71.2M 2 0.19% Reduced
69
USAA
United Services Automobile Association
Texas
$178M +$15.6M 1 0.64% Increased
70
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$175M -$9.83M 1 0.38% Reduced
71
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$174M -$4.28M 2 0.38% Reduced
72
American Century Companies
American Century Companies
Missouri
$171M +$38.9M 1 0.19% Increased
73
APG Asset Management
APG Asset Management
Netherlands
$166M +$5.89M 1 0.31% Increased
74
HSBC Holdings
HSBC Holdings
United Kingdom
$164M -$94.9M 1 0.45% Reduced
75
BlackRock
BlackRock
New York
$163M -$5.44M 2 0.24% Reduced