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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
Bessemer Group
Bessemer Group
New Jersey
$154M -$3.36M 1 1.11% Reduced
127
NFA
Nationwide Fund Advisors
Ohio
$154M -$32.2M 3 0.64% Reduced
128
Principal Financial Group
Principal Financial Group
Iowa
$154M -$1.19M 2 0.29% Reduced
129
Putnam Investments
Putnam Investments
Massachusetts
$151M -$68.6M 2 0.36% Reduced
130
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$150M +$9.71M 1 0.58% Increased
131
Two Sigma Investments
Two Sigma Investments
New York
$149M +$39.6M 3 0.83% Increased
132
Teachers Advisors
Teachers Advisors
New York
$147M +$26.2M 3 0.33% Increased
133
USAA
United Services Automobile Association
Texas
$145M +$14.9M 1 0.58% Increased
134
EP
Edinburgh Partners
United Kingdom
$144M +$1.3M 1 11.37% Increased
135
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$143M +$23.8M 1 1.19% Increased
136
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$143M +$5.64M 1 0.66% Increased
137
SG Americas Securities
SG Americas Securities
New York
$141M -$107M 1 0.59% Reduced
138
Axa
Axa
France
$140M +$322K 1 0.62% Increased
139
WestEnd Advisors
WestEnd Advisors
North Carolina
$139M -$31.8M 1 5.03% Reduced
140
DF Dent & Co
DF Dent & Co
Maryland
$139M -$438K 1 3.17% Reduced
141
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$138M +$3.54M 2 0.11% Increased
142
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$138M +$26.9M 1 0.38% Increased
143
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$136M -$1.16M 1 3.04% Reduced
144
Guggenheim Capital
Guggenheim Capital
Illinois
$135M +$48.5M 2 0.41% Increased
145
CCI
Columbus Circle Investors
$134M -$897K 1 0.91% Reduced
146
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$133M +$127M 1 0.62% New
147
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$132M -$1.09M 1 1.01% Reduced
148
Calamos Advisors
Calamos Advisors
Illinois
$130M -$82.4M 1 0.82% Reduced
149
Beck Mack & Oliver
Beck Mack & Oliver
New York
$128M +$1.15M 1 3.12% Increased
150
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$124M +$1.49M 1 3.42% Increased