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
San Francisco,
California
| $101M | +$934K | 1 | 4.5% | Increased |
|
| 102 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $101M | +$6.29M | 2 | 0.39% | Increased |
|
| 103 |
Citadel Advisors
Miami,
Florida
| $101M | +$3.85M | 2 | 0.11% | Increased |
|
| 104 |
Sterling Capital Management
Charlotte,
North Carolina
| $98.5M | -$9.66M | 1 | 0.87% | Reduced |
|
| 105 |
US Bancorp
Minneapolis,
Minnesota
| $97.7M | -$23M | 2 | 0.39% | Reduced |
|
| 106 |
Axa
Paris,
France
| $97.2M | +$17.2M | 1 | 0.42% | Increased |
|
| 107 |
Cambiar Investors
Denver,
Colorado
| $96.8M | +$329K | 1 | 1.39% | Increased |
|
| 108 |
Bank of Montreal
Toronto,
Ontario, Canada
| $96.1M | +$40.7M | 2 | 0.11% | Increased |
|
| 109 |
Alkeon Capital Management
New York
| $91.7M | +$10.8M | 1 | 1.86% | Increased |
|
| 110 |
Swedbank
Stockholm,
Sweden
| $91.1M | -$134M | 1 | 0.72% | Reduced |
|
| 111 |
Aberdeen Asset Management
Aberdeen,
United Kingdom
| $89.6M | -$14.8M | 1 | 0.3% | Reduced |
|
| 112 |
Första AP-fonden
Stockholm,
Sweden
| $85.1M | +$70.1M | 1 | 2.72% | New |
|
| 113 |
MG
Meritage Group
San Francisco,
California
| $84.8M | +$90.5M | 1 | 2.12% | New |
|
| 114 |
Stifel Financial
St. Louis,
Missouri
| $82.1M | +$4.89M | 2 | 0.43% | Increased |
|
| 115 |
WestEnd Advisors
Charlotte,
North Carolina
| $82.1M | -$3.64M | 1 | 4.02% | Reduced |
|
| 116 |
Two Sigma Investments
New York
| $80.7M | -$52.2M | 1 | 0.39% | Reduced |
|
| 117 |
EP
Edinburgh Partners
Edinburgh,
United Kingdom
| $79.1M | +$16.5M | 1 | 8.56% | Increased |
|
| 118 |
TD Asset Management
Toronto,
Ontario, Canada
| $77.9M | +$3.44M | 1 | 0.15% | Increased |
|
| 119 |
Canada Life
Winnipeg,
Manitoba, Canada
| $77.7M | -$3.24M | 1 | 0.3% | Reduced |
|
| 120 |
TGA
Trilogy Global Advisors
Winter Park,
Florida
| $77.2M | +$21.1M | 1 | 2.01% | Increased |
|
| 121 |
Citigroup
New York
| $74.7M | -$44.2M | 2 | 0.07% | Reduced |
|
| 122 |
Parnassus Investments
San Francisco,
California
| $71.6M | +$53.3K | 1 | 0.48% | Increased |
|
| 123 |
OppenheimerFunds
New York
| $71.5M | +$17.8M | 1 | 0.09% | Increased |
|
| 124 |
Beck Mack & Oliver
New York
| $70.6M | -$23.5M | 1 | 2.41% | Reduced |
|
| 125 |
CAM
Contour Asset Management
New York
| $70.3M | +$75M | 1 | 4.14% | New |
|