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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
$259M -$9.47M 1 1.08% Reduced
77
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$254M +$56.6M 1 0.81% Increased
78
Flossbach Von Storch
Flossbach Von Storch
Germany
$252M +$26M 1 5.91% Increased
79
HSBC Holdings
HSBC Holdings
United Kingdom
$249M -$32.5M 1 0.52% Reduced
80
ClearBridge Investments
ClearBridge Investments
New York
$248M -$152M 1 0.26% Reduced
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$245M -$3.27M 1 0.62% Reduced
82
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$242M -$18.1M 1 1.21% Reduced
83
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$241M +$35.7M 1 0.47% Increased
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$237M +$2.21M 2 0.55% Increased
85
Panagora Asset Management
Panagora Asset Management
Massachusetts
$236M -$53.7M 2 1.21% Reduced
86
Prudential plc
Prudential plc
United Kingdom
$232M -$159M 1 0.98% Reduced
87
Bank of Montreal
Bank of Montreal
Ontario, Canada
$230M -$231M 2 0.26% Reduced
88
AWM
Ashmore Wealth Management
Delaware
$223M $0 1 4.36% Maintained
89
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$218M -$5.86M 2 0.63% Reduced
90
Principal Financial Group
Principal Financial Group
Iowa
$209M +$51.2M 2 0.32% Increased
91
PGGM Investments
PGGM Investments
Netherlands
$206M $0 1 0.92% Maintained
92
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$205M +$63.5M 1 1.35% Increased
93
US Bancorp
US Bancorp
Minnesota
$199M +$6.19M 2 0.77% Increased
94
Swiss National Bank
Swiss National Bank
Switzerland
$191M +$28.7M 2 0.72% Increased
95
Adage Capital Partners
Adage Capital Partners
Massachusetts
$187M -$2.78M 1 0.46% Reduced
96
BlackRock Japan
BlackRock Japan
Japan
$185M +$15M 2 0.71% Increased
97
HCM
Holland Capital Management
Illinois
$183M -$11.7M 1 4.2% Reduced
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$181M +$384K 2 0.57% Increased
99
William Blair & Company
William Blair & Company
Illinois
$171M -$42M 1 0.28% Reduced
100
Guggenheim Capital
Guggenheim Capital
Illinois
$170M +$38.3M 2 0.43% Increased