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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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$276M +$3.12M 1 0.6% Increased
52
First Trust Advisors
First Trust Advisors
Illinois
$273M +$51.6M 2 0.31% Increased
53
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$272M +$5.52M 2 0.3% Increased
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$266M -$7.49M 2 0.23% Reduced
55
Alkeon Capital Management
Alkeon Capital Management
New York
$266M -$36.2M 1 0.47% Reduced
56
Neuberger Berman Group
Neuberger Berman Group
New York
$261M -$38.4M 2 0.23% Reduced
57
Citigroup
Citigroup
New York
$260M +$63.1M 2 0.17% Increased
58
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$252M +$16.5M 1 0.57% Increased
59
Rafferty Asset Management
Rafferty Asset Management
New York
$248M -$8.67M 2 1.4% Reduced
60
LSV Asset Management
LSV Asset Management
Illinois
$235M -$7.87M 1 0.52% Reduced
61
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$234M -$602K 2 3.8% Reduced
62
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$230M -$32.3M 2 0.49% Reduced
63
National Pension Service
National Pension Service
South Korea
$230M +$14.3M 1 0.37% Increased
64
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$224M -$5.8M 2 0.32% Reduced
65
MCMC
Matrix Capital Management Company
New Hampshire
$222M +$214M 1 2.57% New
66
Fisher Asset Management
Fisher Asset Management
Washington
$221M +$1.76M 1 0.12% Increased
67
Appaloosa LP
Appaloosa LP
New Jersey
$220M +$213M 1 4.09% New
68
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$219M -$6.4M 2 0.28% Reduced
69
D.E. Shaw & Co
D.E. Shaw & Co
New York
$218M +$42.4M 2 0.22% Increased
70
Franklin Resources
Franklin Resources
California
$202M -$8.25M 2 0.1% Reduced
71
Allianz Asset Management
Allianz Asset Management
Germany
$191M -$27.3M 1 0.34% Reduced
72
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$190M +$131M 1 0.66% Increased
73
Prudential Financial
Prudential Financial
New Jersey
$190M -$52.4M 2 0.28% Reduced
74
VOYA Investment Management
VOYA Investment Management
Georgia
$187M -$55.1M 2 0.19% Reduced
75
Envestnet Asset Management
Envestnet Asset Management
Illinois
$182M -$238M 2 0.08% Reduced