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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
Prudential Financial
Prudential Financial
New Jersey
$327M +$42.2M 2 0.54% Increased
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$325M -$15M 2 0.47% Reduced
53
Manning & Napier Advisors
Manning & Napier Advisors
New York
$325M -$274M 1 1.99% Reduced
54
UBS AM
UBS AM
Illinois
$314M -$2.83M 1 0.34% Reduced
55
Generation Investment Management
Generation Investment Management
United Kingdom
$313M -$151M 1 3.39% Reduced
56
AQR Capital Management
AQR Capital Management
Connecticut
$298M +$93M 2 0.46% Increased
57
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$287M +$969K 1 0.47% Increased
58
Swiss National Bank
Swiss National Bank
Switzerland
$284M -$6.27M 2 0.45% Reduced
59
D.E. Shaw & Co
D.E. Shaw & Co
New York
$279M +$135M 2 0.49% Increased
60
SA
SPO Advisory
California
$270M -$150M 1 4.73% Reduced
61
Epoch Investment Partners
Epoch Investment Partners
New York
$267M +$80.9M 1 1% Increased
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$260M -$19.7M 3 0.43% Reduced
63
UBS Group
UBS Group
Switzerland
$256M +$13.8M 3 0.15% Increased
64
USAA
United Services Automobile Association
Texas
$248M +$18.4M 1 0.84% Increased
65
WP
Wedgewood Partners
Missouri
$237M -$33.6M 1 4.97% Reduced
66
Allianz Asset Management
Allianz Asset Management
Germany
$235M +$1.78M 2 0.23% Increased
67
Causeway Capital Management
Causeway Capital Management
California
$235M +$3.09M 1 4.32% Increased
68
APG Asset Management
APG Asset Management
Netherlands
$232M +$17.5M 1 0.41% Increased
69
American Century Companies
American Century Companies
Missouri
$231M +$11.7M 1 0.25% Increased
70
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$228M +$3.43M 1 0.47% Increased
71
BlackRock
BlackRock
New York
$225M +$15.4M 2 0.32% Increased
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$225M +$1.69M 2 0.46% Increased
73
Teachers Advisors
Teachers Advisors
New York
$220M +$49.1M 2 0.37% Increased
74
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$201M $0 1 1.53% Maintained
75
HSBC Holdings
HSBC Holdings
United Kingdom
$199M -$8.64M 1 0.5% Reduced