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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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$170M +$6.23M 2 0.43% Increased
77
Asset Management One
Asset Management One
Japan
$167M +$156M 1 0.43% Increased
78
MC
Montag & Caldwell
Georgia
$159M -$24.6M 1 3.85% Reduced
79
Brown Advisory
Brown Advisory
Maryland
$159M -$4.36M 2 0.57% Reduced
80
Raymond James & Associates
Raymond James & Associates
Florida
$158M +$16.3M 2 0.4% Increased
81
Ninety One (UK)
Ninety One (UK)
United Kingdom
$156M +$15.9M 1 0.81% Increased
82
First Trust Advisors
First Trust Advisors
Illinois
$152M +$22.5M 2 0.45% Increased
83
First Pacific Advisors
First Pacific Advisors
California
$152M -$729K 1 1.21% Reduced
84
Axa
Axa
France
$150M +$15.8M 1 0.7% Increased
85
Parnassus Investments
Parnassus Investments
California
$147M +$38.6M 1 0.73% Increased
86
First Eagle Investment Management
First Eagle Investment Management
New York
$147M +$90.9M 1 0.37% Increased
87
HSBC Holdings
HSBC Holdings
United Kingdom
$143M -$48.1M 2 0.33% Reduced
88
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$143M -$7.66M 2 0.16% Reduced
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$142M -$278K 2 0.43% Reduced
90
Russell Investments Group
Russell Investments Group
United Kingdom
$142M +$144M 2 0.28% New
91
Janus Henderson Group
Janus Henderson Group
$141M +$58.7M 1 1.04% Increased
92
BlackRock Japan
BlackRock Japan
Japan
$140M +$5.6M 1 0.46% Increased
93
Stifel Financial
Stifel Financial
Missouri
$139M +$4.99M 2 0.59% Increased
94
Principal Financial Group
Principal Financial Group
Iowa
$139M -$17.9M 2 0.18% Reduced
95
Sterling Capital Management
Sterling Capital Management
North Carolina
$132M -$1.14M 1 1.19% Reduced
96
Guggenheim Capital
Guggenheim Capital
Illinois
$131M +$15.6M 2 0.38% Increased
97
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$131M -$9.86M 1 0.29% Reduced
98
Bessemer Group
Bessemer Group
New Jersey
$130M +$26.6M 1 0.6% Increased
99
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$130M +$41.3M 1 0.11% Increased
100
Adage Capital Partners
Adage Capital Partners
Massachusetts
$122M -$15.5M 1 0.33% Reduced