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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
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$127M +$24.4M 1 0.53% Increased
127
Macquarie Group
Macquarie Group
Australia
$125M +$4.56M 2 0.14% Increased
128
Epoch Investment Partners
Epoch Investment Partners
New York
$123M +$56.2M 1 0.56% Increased
129
NSLI
Nan Shan Life Insurance
Taiwan
$123M +$17.1M 1 2.97% Increased
130
M&G Investment Management
M&G Investment Management
United Kingdom
$122M +$659K 1 0.43% Increased
131
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$116M +$40.8M 1 0.15% Increased
132
Natixis Advisors
Natixis Advisors
Massachusetts
$116M +$8.06M 2 0.3% Increased
133
American Century Companies
American Century Companies
Missouri
$115M +$30.7M 1 0.08% Increased
134
Guggenheim Capital
Guggenheim Capital
Illinois
$112M +$471K 2 0.85% Increased
135
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$112M +$380K 1 5.57% Increased
136
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$111M -$12.3M 1 0.31% Reduced
137
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$109M -$53.1M 3 0.02% Reduced
138
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$108M -$872K 1 0.46% Reduced
139
Smead Capital Management
Smead Capital Management
Arizona
$108M +$648K 1 1.94% Increased
140
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$108M +$26.3M 1 0.26% Increased
141
Baird Financial Group
Baird Financial Group
Wisconsin
$107M -$10.4M 1 0.24% Reduced
142
William Blair Investment Management
William Blair Investment Management
Illinois
$107M +$3.82M 2 0.31% Increased
143
Storebrand Asset Management
Storebrand Asset Management
Norway
$104M +$12.8M 1 0.38% Increased
144
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$104M +$17.5M 1 0.64% Increased
145
Corient Private Wealth
Corient Private Wealth
Florida
$101M +$1.53M 1 0.18% Increased
146
Korea Investment Corp
Korea Investment Corp
South Korea
$96.6M -$35.7M 1 0.25% Reduced
147
Tocqueville Asset Management
Tocqueville Asset Management
New York
$96.2M -$948K 1 1.74% Reduced
148
VOYA Investment Management
VOYA Investment Management
Georgia
$95.8M -$75.2M 2 0.1% Reduced
149
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$95.4M +$12.2M 2 0.37% Increased
150
SEI Investments
SEI Investments
Pennsylvania
$94.3M +$3.57M 1 0.15% Increased