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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
Barclays
Barclays
United Kingdom
$366M -$54.4M 3 0.16% Reduced
52
Citigroup
Citigroup
New York
$359M -$43.4M 2 0.21% Reduced
53
Stifel Financial
Stifel Financial
Missouri
$341M +$7.36M 2 0.5% Increased
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$337M -$2.28M 2 0.25% Reduced
55
VanEck Associates
VanEck Associates
New York
$334M +$34M 1 0.84% Increased
56
First Trust Advisors
First Trust Advisors
Illinois
$329M +$41.1M 2 0.35% Increased
57
Credit Suisse
Credit Suisse
Switzerland
$318M +$12.7M 2 0.17% Increased
58
Los Angeles Capital Management
Los Angeles Capital Management
California
$316M +$107M 2 1.44% Increased
59
Prudential Financial
Prudential Financial
New Jersey
$316M -$11.8M 2 0.44% Reduced
60
VOYA Investment Management
VOYA Investment Management
Georgia
$315M -$11.1M 2 0.63% Reduced
61
Fred Alger Management
Fred Alger Management
New York
$309M +$165M 1 0.74% Increased
62
Neuberger Berman Group
Neuberger Berman Group
New York
$303M +$23.4M 2 0.26% Increased
63
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$282M -$109K 1 0.66% Reduced
64
Two Sigma Investments
Two Sigma Investments
New York
$274M -$12.9M 2 0.61% Reduced
65
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$271M -$11.3M 2 0.29% Reduced
66
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$262M -$8.16M 2 0.34% Reduced
67
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$258M +$9.73M 1 3.17% Increased
68
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$251M -$7.78M 1 0.83% Reduced
69
Citadel Advisors
Citadel Advisors
Florida
$244M +$36.9M 2 0.05% Increased
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$243M -$5.33M 2 0.33% Reduced
71
Envestnet Asset Management
Envestnet Asset Management
Illinois
$235M +$64.4M 2 0.13% Increased
72
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$222M +$11.7M 1 0.45% Increased
73
Principal Financial Group
Principal Financial Group
Iowa
$218M -$16.2M 2 0.14% Reduced
74
Nordea Investment Management
Nordea Investment Management
Sweden
$218M +$121M 1 0.28% Increased
75
HMP
HS Management Partners
New York
$216M +$21.1M 1 6.13% Increased