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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
Allspring Global Investments
Allspring Global Investments
North Carolina
$110M +$2.33M 2 0.19% Increased
102
Lazard Asset Management
Lazard Asset Management
New York
$110M -$6.44M 2 0.15% Reduced
103
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$108M +$33.1M 2 0.35% Increased
104
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$105M $0 1 2.65% Maintained
105
Panagora Asset Management
Panagora Asset Management
Massachusetts
$105M -$5.38M 1 0.69% Reduced
106
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$104M +$12M 2 0.28% Increased
107
M&T Bank
M&T Bank
New York
$103M +$662K 1 0.41% Increased
108
Citadel Advisors
Citadel Advisors
Florida
$103M -$167M 2 0.02% Reduced
109
Baird Financial Group
Baird Financial Group
Wisconsin
$102M -$21.8M 1 0.27% Reduced
110
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$100M -$838K 1 0.8% Reduced
111
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$100M -$28.9M 1 0.36% Reduced
112
FFM
FengHe Fund Management
Singapore
$99.5M +$68M 1 13.47% Increased
113
AssetMark Inc
AssetMark Inc
California
$98.2M +$50.8M 1 0.43% Increased
114
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$97.5M -$11.9M 2 0.2% Reduced
115
Waverton Investment Management
Waverton Investment Management
United Kingdom
$94.8M -$12.9M 1 3.48% Reduced
116
Renaissance Technologies
Renaissance Technologies
New York
$94.2M +$74.6M 2 0.13% Increased
117
KBC Group
KBC Group
Belgium
$92.4M +$16.9M 2 0.45% Increased
118
DnB Asset Management
DnB Asset Management
Norway
$90.4M +$27.5M 1 0.64% Increased
119
LPL Financial
LPL Financial
California
$90.3M -$2.1M 2 0.08% Reduced
120
Jennison Associates
Jennison Associates
New York
$89.7M -$25.3M 1 0.09% Reduced
121
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$89.5M -$17M 1 0.14% Reduced
122
DF Dent & Co
DF Dent & Co
Maryland
$88.7M -$6.44M 1 1.33% Reduced
123
Swedbank
Swedbank
Sweden
$87.3M +$355K 1 0.19% Increased
124
Canada Life
Canada Life
Manitoba, Canada
$87.3M +$754K 1 0.23% Increased
125
American Century Companies
American Century Companies
Missouri
$86.9M +$20.4M 2 0.07% Increased