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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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$140M -$3.2M 1 0.53% Reduced
102
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$135M -$3.36M 1 0.17% Reduced
103
Millennium Management
Millennium Management
New York
$132M -$49.8M 2 0.09% Reduced
104
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$132M +$12.2M 1 0.32% Increased
105
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$131M -$66.8M 1 0.81% Reduced
106
Candriam SCA
Candriam SCA
Luxembourg
$128M +$144 2 1.07% Increased
107
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$127M $0 1 3.29% Maintained
108
M&T Bank
M&T Bank
New York
$126M -$3.02M 1 0.54% Reduced
109
Natixis
Natixis
France
$125M +$41.6M 2 0.41% Increased
110
American Century Companies
American Century Companies
Missouri
$123M +$40.4M 1 0.09% Increased
111
Baird Financial Group
Baird Financial Group
Wisconsin
$117M +$14.7M 1 0.33% Increased
112
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$113M -$306M 1 0.29% Reduced
113
Saturna Capital
Saturna Capital
Washington
$113M +$250K 1 2.52% Increased
114
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$112M +$47.5M 1 0.1% Increased
115
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$111M +$16.9M 1 1.29% Increased
116
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$111M -$33.8M 2 0.39% Reduced
117
DF Dent & Co
DF Dent & Co
Maryland
$110M +$25.6M 1 1.28% Increased
118
Citadel Advisors
Citadel Advisors
Florida
$109M +$6.88M 3 0.03% Increased
119
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$108M +$584K 2 0.24% Increased
120
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$107M +$39.1M 1 0.24% Increased
121
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$105M +$7.22M 1 0.18% Increased
122
AQR Capital Management
AQR Capital Management
Connecticut
$105M +$46.3M 2 0.17% Increased
123
Chevy Chase Trust
Chevy Chase Trust
Maryland
$102M -$7.67M 1 0.36% Reduced
124
PGGM Investments
PGGM Investments
Netherlands
$101M +$19M 1 0.44% Increased
125
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$100M +$2.94M 1 5.57% Increased