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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
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$169M +$15.7M 2 0.11% Increased
102
Lazard Asset Management
Lazard Asset Management
New York
$169M +$12.6M 2 0.36% Increased
103
Alkeon Capital Management
Alkeon Capital Management
New York
$168M -$29.6M 1 3.28% Reduced
104
Bessemer Group
Bessemer Group
New Jersey
$167M -$160K 1 0.9% Reduced
105
MTB
Mizuho Trust & Banking
Japan
$165M +$4.46M 1 0.58% Increased
106
Sterling Capital Management
Sterling Capital Management
North Carolina
$160M +$87.6M 1 1.39% Increased
107
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$157M -$9.33M 2 0.87% Reduced
108
ACM
Atlanta Capital Management
Georgia
$154M -$15.4M 1 1.06% Reduced
109
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$153M -$29.9M 1 0.38% Reduced
110
Beck Mack & Oliver
Beck Mack & Oliver
New York
$152M +$4.05M 1 3.69% Increased
111
Credit Agricole
Credit Agricole
France
$146M +$38.4M 1 0.63% Increased
112
First Pacific Advisors
First Pacific Advisors
California
$146M +$2.66M 1 1.17% Increased
113
Teachers Advisors
Teachers Advisors
New York
$146M -$19.7M 2 0.28% Reduced
114
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$141M -$14.6M 1 0.5% Reduced
115
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$141M +$19.4M 1 0.48% Increased
116
Causeway Capital Management
Causeway Capital Management
California
$140M +$122M 1 4.04% New
117
River Road Asset Management
River Road Asset Management
Kentucky
$137M -$13.2M 1 1.95% Reduced
118
Bahl & Gaynor
Bahl & Gaynor
Ohio
$135M +$4.4M 1 1.89% Increased
119
Janus Henderson Group
Janus Henderson Group
$134M -$12.5M 1 0.97% Reduced
120
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$134M -$7.32M 1 0.52% Reduced
121
DAC
Dividend Assets Capital
South Carolina
$131M +$62.4M 1 2.98% Increased
122
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$130M +$17.7M 1 0.47% Increased
123
Barclays
Barclays
United Kingdom
$129M +$111K 3 0.12% Increased
124
USAA
United Services Automobile Association
Texas
$128M +$9.03M 1 0.45% Increased
125
Axa
Axa
France
$126M -$22.3M 1 0.51% Reduced