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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
Westwood Holdings Group
Westwood Holdings Group
Texas
$197M +$14.4M 1 1.51% Increased
102
BlackRock Japan
BlackRock Japan
Japan
$197M +$25M 2 0.87% Increased
103
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$196M -$7.08M 1 4.25% Reduced
104
Adage Capital Partners
Adage Capital Partners
Massachusetts
$196M -$3.67M 1 0.52% Reduced
105
HCM
Highfields Capital Management
Massachusetts
$195M $0 1 1.58% Maintained
106
MTB
Mizuho Trust & Banking
Japan
$195M -$1.62M 1 0.74% Reduced
107
Cooperman Leon G
Cooperman Leon G
$195M -$14.5M 1 2.76% Reduced
108
Harris Associates
Harris Associates
Illinois
$194M +$35.4M 1 0.35% Increased
109
Credit Agricole
Credit Agricole
France
$185M -$38.8M 1 0.77% Reduced
110
US Bancorp
US Bancorp
Minnesota
$184M +$3.62M 2 0.75% Increased
111
SSM
Sound Shore Management
Connecticut
$180M +$10.7M 1 3.03% Increased
112
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$178M +$8.46M 1 1.82% Increased
113
VVP
Vulcan Value Partners
Alabama
$178M +$42.7M 1 3.73% Increased
114
Swiss National Bank
Swiss National Bank
Switzerland
$177M +$34.3M 2 0.69% Increased
115
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$177M -$123M 1 0.64% Reduced
116
APG Asset Management
APG Asset Management
Netherlands
$175M +$3.94M 1 0.51% Increased
117
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$171M -$2.27M 1 1.04% Reduced
118
Barclays
Barclays
United Kingdom
$169M +$275K 3 0.17% Increased
119
First Pacific Advisors
First Pacific Advisors
California
$165M +$247K 1 1.55% Increased
120
STRS Ohio
STRS Ohio
Ohio
$162M -$28.4M 2 0.73% Reduced
121
Sterling Capital Management
Sterling Capital Management
North Carolina
$161M -$1.45M 1 1.47% Reduced
122
HMP
HS Management Partners
New York
$160M +$9.57M 1 7.76% Increased
123
Fred Alger Management
Fred Alger Management
New York
$158M +$54.5M 1 0.81% Increased
124
Westfield Capital Management
Westfield Capital Management
Massachusetts
$156M +$15.7M 1 0.92% Increased
125
River Road Asset Management
River Road Asset Management
Kentucky
$155M +$74.5M 1 1.68% Increased