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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
BlackRock Japan
BlackRock Japan
Japan
$107M -$4.7M 2 0.38% Reduced
102
MICM
Matthews International Capital Management
California
$106M -$432K 1 4.64% Reduced
103
First Trust Advisors
First Trust Advisors
Illinois
$103M +$38.2M 1 0.32% Increased
104
Alkeon Capital Management
Alkeon Capital Management
New York
$101M -$22.2M 1 1.95% Reduced
105
D.E. Shaw & Co
D.E. Shaw & Co
New York
$95.8M -$23.7M 2 0.18% Reduced
106
US Bancorp
US Bancorp
Minnesota
$95.6M -$7.58M 2 0.36% Reduced
107
Guggenheim Capital
Guggenheim Capital
Illinois
$95.4M -$287K 2 0.3% Reduced
108
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$94.3M -$5.01M 1 0.43% Reduced
109
Cambiar Investors
Cambiar Investors
Colorado
$93.8M +$2.15M 1 1.33% Increased
110
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$92.8M -$8.6M 2 0.37% Reduced
111
Parnassus Investments
Parnassus Investments
California
$90.1M $0 1 0.55% Maintained
112
MG
Meritage Group
California
$88.7M -$28.7M 1 2.31% Reduced
113
Janus Henderson Group
Janus Henderson Group
$88.6M -$163K 1 0.74% Reduced
114
PGGM Investments
PGGM Investments
Netherlands
$88.4M -$33.4M 1 0.45% Reduced
115
Citigroup
Citigroup
New York
$87.8M +$1.27M 2 0.09% Increased
116
Bank of Montreal
Bank of Montreal
Ontario, Canada
$87.3M +$20.4M 2 0.1% Increased
117
Los Angeles Capital Management
Los Angeles Capital Management
California
$87.3M -$14M 1 0.74% Reduced
118
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$86.9M -$282K 2 0.59% Reduced
119
Bessemer Group
Bessemer Group
New Jersey
$85.3M +$81.5M 1 0.47% Increased
120
TGA
Trilogy Global Advisors
Florida
$84.9M +$3.46M 1 2.61% Increased
121
TD Asset Management
TD Asset Management
Ontario, Canada
$83.8M +$9.89M 1 0.15% Increased
122
CLM
ClearBridge LLC (Maryland)
Maryland
$82M -$14.2K 1 1.63% Reduced
123
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$80.4M -$50.1M 1 0.33% Reduced
124
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$80.1M +$27.4K 1 1.08% Increased
125
Hamlin Capital Management
Hamlin Capital Management
New York
$77.9M +$24.8M 1 3.78% Increased