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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
Neuberger Berman Group
Neuberger Berman Group
New York
$285M -$24.8M 2 0.3% Reduced
52
LSV Asset Management
LSV Asset Management
Illinois
$268M +$1.79M 1 0.63% Increased
53
Credit Suisse
Credit Suisse
Switzerland
$262M -$14.6M 2 0.29% Reduced
54
Citadel Advisors
Citadel Advisors
Florida
$258M +$307M 2 0.06% Increased
55
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$257M +$4.38M 1 0.69% Increased
56
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$237M +$35.8M 2 0.64% Increased
57
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$235M +$1.83M 1 0.65% Increased
58
Marshall Wace
Marshall Wace
United Kingdom
$235M -$134K 3 0.51% Reduced
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$233M +$8.94M 2 0.35% Increased
60
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$224M -$12.5M 2 0.32% Reduced
61
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$224M -$3.16M 2 3.96% Reduced
62
HSBC Holdings
HSBC Holdings
United Kingdom
$222M -$239M 1 0.36% Reduced
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$216M -$3.96M 2 0.37% Reduced
64
Franklin Resources
Franklin Resources
California
$216M +$160M 1 0.12% Increased
65
Envestnet Asset Management
Envestnet Asset Management
Illinois
$214M +$9.54M 2 0.12% Increased
66
Prudential Financial
Prudential Financial
New Jersey
$211M -$72.1M 1 0.36% Reduced
67
D.E. Shaw & Co
D.E. Shaw & Co
New York
$204M -$154M 2 0.24% Reduced
68
National Pension Service
National Pension Service
South Korea
$199M +$7.93M 1 0.42% Increased
69
F
FIFTHDELTA
United Kingdom
$191M +$51.6M 1 13.4% Increased
70
Citigroup
Citigroup
New York
$189M +$12.2M 3 0.14% Increased
71
Bahl & Gaynor
Bahl & Gaynor
Ohio
$187M +$14M 1 1.24% Increased
72
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$176M -$9.99M 1 0.72% Reduced
73
Principal Financial Group
Principal Financial Group
Iowa
$172M +$8.64M 2 0.14% Increased
74
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$168M +$3.51M 1 0.44% Increased
75
Victory Capital Management
Victory Capital Management
Texas
$161M +$10.1M 2 0.19% Increased