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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
126
First Pacific Advisors
First Pacific Advisors
California
$149M +$129M 1 1.54% Increased
127
Sterling Capital Management
Sterling Capital Management
North Carolina
$147M +$3.85M 1 1.72% Increased
128
Boston Partners
Boston Partners
Massachusetts
$145M +$9.78M 1 0.35% Increased
129
Bessemer Group
Bessemer Group
New Jersey
$143M +$2.9M 1 1.16% Increased
130
Harris Associates
Harris Associates
Illinois
$142M +$138M 1 0.28% New
131
Principal Financial Group
Principal Financial Group
Iowa
$140M +$662K 1 0.29% Increased
132
HMP
HS Management Partners
New York
$136M -$13.5M 1 7.49% Reduced
133
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$134M +$25.5M 1 0.67% Increased
134
EP
Edinburgh Partners
United Kingdom
$129M -$10.9M 1 10.01% Reduced
135
Swiss National Bank
Swiss National Bank
Switzerland
$128M +$2.75M 2 0.53% Increased
136
Westfield Capital Management
Westfield Capital Management
Massachusetts
$127M -$5.33M 1 0.81% Reduced
137
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$127M -$9.23M 1 0.52% Reduced
138
Sarofim Fayez
Sarofim Fayez
Texas
$127M +$123M 1 0.62% New
139
Axa
Axa
France
$126M +$10.2M 1 0.62% Increased
140
DF Dent & Co
DF Dent & Co
Maryland
$126M -$9.43M 1 3.26% Reduced
141
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$124M +$8.15M 1 2.94% Increased
142
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$124M +$2.62M 1 0.6% Increased
143
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$122M +$946K 2 0.11% Increased
144
CCI
Columbus Circle Investors
$122M -$35.2M 1 0.87% Reduced
145
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$121M +$27M 2 1.06% Increased
146
VVP
Vulcan Value Partners
Alabama
$120M +$45.2M 1 3.67% Increased
147
USAA
United Services Automobile Association
Texas
$117M -$20.4M 1 0.5% Reduced
148
Beck Mack & Oliver
Beck Mack & Oliver
New York
$115M +$13.9M 1 3.02% Increased
149
Aviva
Aviva
United Kingdom
$112M +$9.57M 1 0.99% Increased
150
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$111M +$69.8M 1 0.26% Increased