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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
Baird Financial Group
Baird Financial Group
Wisconsin
$96.2M -$2.26M 2 0.68% Reduced
102
TGA
Trilogy Global Advisors
Florida
$96.2M -$42.5M 1 6.09% Reduced
103
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$95.7M +$19.4M 1 0.36% Increased
104
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$95.1M -$16.9M 2 0.09% Reduced
105
Hamlin Capital Management
Hamlin Capital Management
New York
$93.3M -$2.27M 1 3.58% Reduced
106
US Bancorp
US Bancorp
Minnesota
$91M -$2.97M 3 0.28% Reduced
107
Lazard Asset Management
Lazard Asset Management
New York
$90.9M +$14.2M 1 0.16% Increased
108
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$90.8M -$5.55M 3 0.16% Reduced
109
Prudential plc
Prudential plc
United Kingdom
$90.2M -$4.44M 1 0.27% Reduced
110
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$88.1M -$9.23M 1 1.02% Reduced
111
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$87M -$2.33M 2 0.92% Reduced
112
MC
Maplelane Capital
New York
$86.3M +$81.8M 1 1.89% New
113
IIM
Ivory Investment Management
New York
$83.4M +$79M 1 4.77% New
114
M&T Bank
M&T Bank
New York
$82.9M -$1.03M 1 0.43% Reduced
115
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$82.8M +$4.68M 1 0.4% Increased
116
Chevy Chase Trust
Chevy Chase Trust
Maryland
$82.6M -$632K 1 0.36% Reduced
117
Antipodes Partners
Antipodes Partners
Australia
$82.4M -$734K 1 4.82% Reduced
118
National Pension Service
National Pension Service
South Korea
$81.6M +$3.8M 1 0.41% Increased
119
Neuberger Berman Group
Neuberger Berman Group
New York
$81.4M +$20M 1 0.09% Increased
120
Millennium Management
Millennium Management
New York
$76.1M +$29.3M 2 0.11% Increased
121
Canada Life
Canada Life
Manitoba, Canada
$75.8M +$865K 1 0.18% Increased
122
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$75.3M +$46.1M 1 0.17% Increased
123
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$74.6M +$2.37M 1 0.78% Increased
124
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$71.8M -$11.5M 1 1.92% Reduced
125
TAL
TIG Advisors LLC
New York
$70.3M +$55.4M 1 3.89% Increased