← 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
Causeway Capital Management
Causeway Capital Management
California
$221M +$8M 1 2.74% Increased
52
UBS Group
UBS Group
Switzerland
$221M -$5.7M 3 0.11% Reduced
53
Maverick Capital
Maverick Capital
Texas
$211M +$213M 1 2.64% New
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$194M +$285K 2 0.31% Increased
55
Eaton Vance Management
Eaton Vance Management
Massachusetts
$191M -$159K 1 0.5% Reduced
56
Russell Investments Group
Russell Investments Group
United Kingdom
$190M +$69.7M 2 0.34% Increased
57
Bessemer Group
Bessemer Group
New Jersey
$189M -$1.24M 1 0.76% Reduced
58
Credit Suisse
Credit Suisse
Switzerland
$189M -$44M 2 0.18% Reduced
59
APG Asset Management
APG Asset Management
Netherlands
$188M +$4.77M 1 0.34% Increased
60
WP
Wedgewood Partners
Missouri
$181M -$45.2M 1 5.54% Reduced
61
Allianz Asset Management
Allianz Asset Management
Germany
$180M -$16.1M 1 0.17% Reduced
62
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$180M -$21.4M 1 0.53% Reduced
63
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$178M +$16.6M 1 1.36% Increased
64
First Trust Advisors
First Trust Advisors
Illinois
$178M +$9.28M 1 0.48% Increased
65
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$174M -$6.48M 1 0.54% Reduced
66
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$173M -$5.73M 1 0.34% Reduced
67
Brown Advisory
Brown Advisory
Maryland
$173M +$44.8M 2 0.53% Increased
68
Stifel Financial
Stifel Financial
Missouri
$168M -$5.5M 2 0.62% Reduced
69
First Pacific Advisors
First Pacific Advisors
California
$167M +$16.6M 1 1.26% Increased
70
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$159M -$9.88M 3 0.34% Reduced
71
VOYA Investment Management
VOYA Investment Management
Georgia
$159M +$12.6M 2 0.36% Increased
72
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$149M +$934K 3 0.34% Increased
73
Fidelity International
Fidelity International
Bermuda
$144M +$38.2M 1 0.42% Increased
74
HSBC Holdings
HSBC Holdings
United Kingdom
$143M +$20.9M 1 0.26% Increased
75
AllianceBernstein
AllianceBernstein
Tennessee
$140M -$2.15M 2 0.11% Reduced