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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
Principal Financial Group
Principal Financial Group
Iowa
$152M -$44M 2 0.23% Reduced
102
Teachers Advisors
Teachers Advisors
New York
$145M +$8.01M 2 0.27% Increased
103
ING Group
ING Group
Netherlands
$144M -$103M 1 0.72% Reduced
104
Beck Mack & Oliver
Beck Mack & Oliver
New York
$142M +$431K 1 3.56% Increased
105
Credit Agricole
Credit Agricole
France
$141M +$3.7M 1 0.63% Increased
106
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$141M -$1.74M 1 0.38% Reduced
107
Causeway Capital Management
Causeway Capital Management
California
$140M -$11.8M 1 3.66% Reduced
108
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$139M +$7.53M 2 0.38% Increased
109
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$137M +$12.7M 1 0.54% Increased
110
First Pacific Advisors
First Pacific Advisors
California
$137M +$768K 1 1.14% Increased
111
Guggenheim Capital
Guggenheim Capital
Illinois
$135M -$24.3M 2 0.32% Reduced
112
Citigroup
Citigroup
New York
$134M +$48.6M 3 0.13% Increased
113
Westfield Capital Management
Westfield Capital Management
Massachusetts
$132M +$30.3M 1 0.76% Increased
114
Alkeon Capital Management
Alkeon Capital Management
New York
$131M -$26.4M 1 2.49% Reduced
115
River Road Asset Management
River Road Asset Management
Kentucky
$130M +$3.05M 1 1.8% Increased
116
Putnam Investments
Putnam Investments
Massachusetts
$130M +$22.1M 1 0.26% Increased
117
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$129M -$609K 2 0.33% Reduced
118
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$129M -$2.47M 1 0.45% Reduced
119
Axa
Axa
France
$128M +$10.3M 1 0.53% Increased
120
Panagora Asset Management
Panagora Asset Management
Massachusetts
$127M -$95.5M 2 0.64% Reduced
121
ClearBridge Investments
ClearBridge Investments
New York
$126M -$107M 1 0.13% Reduced
122
Cambiar Investors
Cambiar Investors
Colorado
$125M +$12.7M 1 1.82% Increased
123
MICM
Matthews International Capital Management
California
$124M +$126M 1 4.35% New
124
Bahl & Gaynor
Bahl & Gaynor
Ohio
$120M -$6.26M 1 1.62% Reduced
125
Aviva
Aviva
United Kingdom
$118M +$5.58M 1 0.81% Increased