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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
101
Cooperman Leon G
Cooperman Leon G
$190M -$60.6M 1 2.88% Reduced
102
HCM
Holland Capital Management
Illinois
$189M +$18.9M 1 4.38% Increased
103
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$185M +$6.98M 1 4.09% Increased
104
Adage Capital Partners
Adage Capital Partners
Massachusetts
$181M -$77.8M 1 0.52% Reduced
105
HCM
Highfields Capital Management
Massachusetts
$177M +$65.6M 1 1.4% Increased
106
Nomura Holdings
Nomura Holdings
Japan
$176M +$141M 2 1.06% Increased
107
STRS Ohio
STRS Ohio
Ohio
$174M -$20.2M 2 0.77% Reduced
108
NFA
Nationwide Fund Advisors
Ohio
$170M +$2.98M 3 0.76% Increased
109
Appaloosa Management
Appaloosa Management
Florida
$170M -$31.5M 1 2.7% Reduced
110
Citadel Advisors
Citadel Advisors
Florida
$166M +$155M 2 0.25% Increased
111
CCM
Cornerstone Capital Management
Minnesota
$166M -$11.6M 1 5.11% Reduced
112
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$165M +$161M 1 0.42% New
113
Westwood Holdings Group
Westwood Holdings Group
Texas
$165M +$17.2M 1 1.39% Increased
114
US Bancorp
US Bancorp
Minnesota
$163M +$992K 1 0.72% Increased
115
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$162M +$6.49M 1 0.66% Increased
116
MTB
Mizuho Trust & Banking
Japan
$161M $0 1 0.67% Maintained
117
ING Group
ING Group
Netherlands
$158M +$19.8M 1 0.79% Increased
118
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$158M -$3.53M 1 1% Reduced
119
WestEnd Advisors
WestEnd Advisors
North Carolina
$157M -$10.3M 1 5.13% Reduced
120
APG Asset Management
APG Asset Management
Netherlands
$155M -$20.3M 1 0.49% Reduced
121
BlackRock Japan
BlackRock Japan
Japan
$154M -$46.9M 2 0.74% Reduced
122
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$153M -$8.54M 1 1.73% Reduced
123
SSM
Sound Shore Management
Connecticut
$153M +$32.4M 1 2.85% Increased
124
Barclays
Barclays
United Kingdom
$153M +$19.7M 2 0.18% Increased
125
LCS
Levin Capital Strategies
New York
$150M -$19.6M 1 2.55% Reduced