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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
MICM
Matthews International Capital Management
California
$107M -$5.19M 1 4.77% Reduced
102
Barclays
Barclays
United Kingdom
$107M -$50.2M 3 0.13% Reduced
103
Guggenheim Capital
Guggenheim Capital
Illinois
$105M +$3.67M 2 0.32% Increased
104
Citadel Advisors
Citadel Advisors
Florida
$104M -$53.8M 2 0.1% Reduced
105
Cambiar Investors
Cambiar Investors
Colorado
$104M +$12.9M 1 1.53% Increased
106
Two Sigma Advisers
Two Sigma Advisers
New York
$103M +$112M 1 0.65% Increased
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$102M -$9.77M 2 0.39% Reduced
108
River Road Asset Management
River Road Asset Management
Kentucky
$101M +$367K 1 1.56% Increased
109
Voloridge Investment Management
Voloridge Investment Management
Florida
$101M +$126M 2 4.75% New
110
Beck Mack & Oliver
Beck Mack & Oliver
New York
$99.5M -$5.71M 1 3.01% Reduced
111
Prudential plc
Prudential plc
United Kingdom
$95.3M +$2.91M 1 0.41% Increased
112
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$94.6M -$12.9M 1 0.32% Reduced
113
Credit Agricole
Credit Agricole
France
$94.5M -$6.41M 2 0.47% Reduced
114
Russell Frank Company
Russell Frank Company
Washington
$94M -$168M 2 0.18% Reduced
115
Alkeon Capital Management
Alkeon Capital Management
New York
$92.4M +$22.3M 1 1.93% Increased
116
WestEnd Advisors
WestEnd Advisors
North Carolina
$91.9M +$9.86M 1 4.65% Increased
117
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$89.4M +$60.9M 1 2.61% Increased
118
Axa
Axa
France
$87.2M -$3.07M 1 0.36% Reduced
119
Canada Life
Canada Life
Manitoba, Canada
$86.7M +$6.16M 1 0.34% Increased
120
Stifel Financial
Stifel Financial
Missouri
$83.1M -$9.24M 2 0.47% Reduced
121
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$83.1M -$42.4M 1 0.34% Reduced
122
TD Asset Management
TD Asset Management
Ontario, Canada
$80.3M -$6.07M 1 0.16% Reduced
123
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$78.9M +$920K 1 1.85% Increased
124
Parnassus Investments
Parnassus Investments
California
$76.9M -$177M 1 0.57% Reduced
125
Gotham Asset Management
Gotham Asset Management
New York
$76.1M +$34.6M 2 0.74% Increased