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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
Two Sigma Investments
Two Sigma Investments
New York
$169M -$154M 3 0.39% Reduced
102
MIS
Morningstar Investment Services
Illinois
$161M +$67.6M 1 0.91% Increased
103
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$160M +$105M 2 0.43% Increased
104
Adage Capital Partners
Adage Capital Partners
Massachusetts
$156M -$3.53M 1 0.32% Reduced
105
Waverton Investment Management
Waverton Investment Management
United Kingdom
$155M +$5.9M 1 3.78% Increased
106
ING Group
ING Group
Netherlands
$152M +$26.9M 1 1.22% Increased
107
Truist Financial
Truist Financial
North Carolina
$150M -$13.7M 1 0.24% Reduced
108
AQR Capital Management
AQR Capital Management
Connecticut
$150M +$32.3M 2 0.28% Increased
109
LPL Financial
LPL Financial
California
$149M +$3.57M 2 0.09% Increased
110
Russell Investments Group
Russell Investments Group
United Kingdom
$147M +$19.5M 2 0.26% Increased
111
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$147M -$2.55M 2 0.12% Reduced
112
Swedbank
Swedbank
Sweden
$147M +$991K 1 0.24% Increased
113
Appaloosa LP
Appaloosa LP
New Jersey
$145M -$37.2M 1 2.5% Reduced
114
Bessemer Group
Bessemer Group
New Jersey
$142M +$116M 1 0.28% Increased
115
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$138M $0 1 3.05% Maintained
116
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$135M +$26.6M 2 0.36% Increased
117
APG Asset Management
APG Asset Management
Netherlands
$135M +$5.74M 1 0.26% Increased
118
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$133M +$114M 1 3.91% New
119
Pictet Asset Management
Pictet Asset Management
Switzerland
$133M -$18.2M 2 0.15% Reduced
120
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$133M -$52.1M 1 0.19% Reduced
121
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$132M -$2.3M 1 0.21% Reduced
122
M&T Bank
M&T Bank
New York
$132M -$811K 1 0.48% Reduced
123
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$129M +$11.3M 2 0.26% Increased
124
Bahl & Gaynor
Bahl & Gaynor
Ohio
$128M -$7.43M 1 0.77% Reduced
125
UIA
UG Investment Advisers
Taiwan
$128M -$222M 1 40.33% Reduced