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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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$241M +$3.39M 1 0.37% Increased
52
UBS Group
UBS Group
Switzerland
$235M +$17M 3 0.13% Increased
53
WP
Wedgewood Partners
Missouri
$234M +$67.4M 1 6.03% Increased
54
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$231M +$119M 1 0.19% Increased
55
Axa
Axa
France
$228M +$96.8M 2 1.03% Increased
56
SA
SPO Advisory
California
$226M $0 1 4.08% Maintained
57
USAA
United Services Automobile Association
Texas
$212M +$8.97M 1 0.67% Increased
58
Barclays
Barclays
United Kingdom
$212M +$121M 3 0.23% Increased
59
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$208M -$80.4M 1 0.62% Reduced
60
Allianz Asset Management
Allianz Asset Management
Germany
$204M +$9.54M 1 0.2% Increased
61
D.E. Shaw & Co
D.E. Shaw & Co
New York
$203M +$10.9M 2 0.36% Increased
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$201M -$6.66M 2 0.33% Reduced
63
Third Point
Third Point
New York
$201M +$203M 1 1.96% New
64
Eaton Vance Management
Eaton Vance Management
Massachusetts
$198M +$1.19M 1 0.53% Increased
65
Bessemer Group
Bessemer Group
New Jersey
$198M +$84.1M 1 0.82% Increased
66
AQR Capital Management
AQR Capital Management
Connecticut
$196M -$60.6M 2 0.26% Reduced
67
APG Asset Management
APG Asset Management
Netherlands
$190M -$15.8M 1 0.35% Reduced
68
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$186M +$3.13M 1 0.37% Increased
69
Parnassus Investments
Parnassus Investments
California
$181M +$52.3M 1 0.85% Increased
70
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$181M +$77.6M 1 0.59% Increased
71
Stifel Financial
Stifel Financial
Missouri
$180M +$57.4M 2 0.7% Increased
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$176M -$7.88M 2 0.35% Reduced
73
First Trust Advisors
First Trust Advisors
Illinois
$175M +$42M 1 0.49% Increased
74
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$168M +$39.7K 1 1.37% Increased
75
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$161M -$130M 2 0.25% Reduced