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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
76
TCW Group
TCW Group
California
$270M +$6.5M 1 1.09% Increased
77
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$264M +$7.85M 1 0.58% Increased
78
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$262M -$60.2M 1 1.18% Reduced
79
DL
Delta Lloyd
Netherlands
$252M +$189K 1 2.28% Increased
80
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$250M -$2.73M 1 0.66% Reduced
81
Ruffer LLP
Ruffer LLP
United Kingdom
$236M -$28.2M 1 8.46% Reduced
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$235M -$289K 2 0.58% Reduced
83
Orbis Holdings
Orbis Holdings
Bermuda
$233M +$234M 1 1.84% Increased
84
Flossbach Von Storch
Flossbach Von Storch
Germany
$227M +$27.2M 1 4.92% Increased
85
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$225M -$1.14M 2 0.68% Reduced
86
AWM
Ashmore Wealth Management
Delaware
$224M $0 1 4.5% Maintained
87
William Blair & Company
William Blair & Company
Illinois
$215M -$104M 1 0.37% Reduced
88
PGGM Investments
PGGM Investments
Netherlands
$207M $0 1 0.98% Maintained
89
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$206M +$65.9M 1 0.27% Increased
90
Alkeon Capital Management
Alkeon Capital Management
New York
$199M -$38.4M 1 3.95% Reduced
91
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$198M -$68.3M 1 0.69% Reduced
92
Manning & Napier Advisors
Manning & Napier Advisors
New York
$196M -$141M 1 0.82% Reduced
93
HCM
Holland Capital Management
Illinois
$196M -$1.3M 1 4.23% Reduced
94
US Bancorp
US Bancorp
Minnesota
$194M +$5.89M 2 0.79% Increased
95
SSM
Sound Shore Management
Connecticut
$194M +$22.7M 1 3.12% Increased
96
Adage Capital Partners
Adage Capital Partners
Massachusetts
$191M -$16M 1 0.47% Reduced
97
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$184M -$16.7M 1 0.41% Reduced
98
Westwood Holdings Group
Westwood Holdings Group
Texas
$183M -$7.93M 1 1.44% Reduced
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$182M -$4.54M 2 0.59% Reduced
100
BlackRock Japan
BlackRock Japan
Japan
$170M +$12.2M 2 0.74% Increased