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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
Janus Henderson Group
Janus Henderson Group
$63.1M +$5.71M 2 0.04% Increased
127
Neuberger Berman Group
Neuberger Berman Group
New York
$61.5M -$10.2M 1 0.07% Reduced
128
AQR Capital Management
AQR Capital Management
Connecticut
$61.5M -$54.7M 2 0.07% Reduced
129
Putnam Investments
Putnam Investments
Massachusetts
$60.8M +$68.5M 1 0.14% Increased
130
River Road Asset Management
River Road Asset Management
Kentucky
$60.3M +$13.5M 1 1.22% Increased
131
Flossbach Von Storch
Flossbach Von Storch
Germany
$57.9M +$45.9M 1 0.59% Increased
132
Beck Mack & Oliver
Beck Mack & Oliver
New York
$56.4M +$121K 1 1.9% Increased
133
Check Capital Management
Check Capital Management
California
$56M -$119K 1 2.99% Reduced
134
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$55.7M -$21.4M 2 0.62% Reduced
135
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.9M -$2.72M 1 0.29% Reduced
136
Farallon Capital Management
Farallon Capital Management
California
$53.2M +$10.8M 1 0.37% Increased
137
STRS Ohio
STRS Ohio
Ohio
$51.3M -$3.21M 2 0.23% Reduced
138
CLM
ClearBridge LLC (Maryland)
Maryland
$50.6M +$12.4M 1 1.13% Increased
139
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$50.6M $0 1 2.2% Maintained
140
ClearBridge Investments
ClearBridge Investments
New York
$50.4M -$206K 2 0.05% Reduced
141
TD Asset Management
TD Asset Management
Ontario, Canada
$50M +$1.8M 1 0.08% Increased
142
VanEck Associates
VanEck Associates
New York
$49.9M +$7.15M 1 0.25% Increased
143
Regions Financial Corp
Regions Financial Corp
Alabama
$49.4M +$863K 2 0.55% Increased
144
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$49.3M -$45.8K 1 3.87% Reduced
145
Sterling Capital Management
Sterling Capital Management
North Carolina
$49.1M +$2.56M 1 0.46% Increased
146
Equity Investment Corp
Equity Investment Corp
Georgia
$47.8M -$3.74M 1 1.59% Reduced
147
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$47.8M -$6.05M 1 0.34% Reduced
148
OppenheimerFunds
OppenheimerFunds
New York
$47.5M +$834K 1 0.06% Increased
149
Pinnacle Associates
Pinnacle Associates
New York
$47.3M -$1.76M 2 0.93% Reduced
150
Saturna Capital
Saturna Capital
Washington
$46.6M +$1.09M 1 1.48% Increased