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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
151
Woodline Partners
Woodline Partners
California
$77.3M +$72M 1 1.26% Increased
152
Jane Street
Jane Street
New York
$76.5M -$45.2M 2 0.03% Reduced
153
Asset Management One
Asset Management One
Japan
$76.4M -$2.29M 2 0.29% Reduced
154
CI Investments Inc
CI Investments Inc
Ontario, Canada
$76M +$2.39M 1 0.28% Increased
155
CC
Capital Counsel
New York
$75.8M +$40.8M 1 3.73% Increased
156
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$75.8M +$54.9M 1 0.48% Increased
157
Millennium Management
Millennium Management
New York
$73.9M -$67.5M 2 0.04% Reduced
158
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$72.7M +$7.5M 1 0.32% Increased
159
Mariner
Mariner
Kansas
$71.6M +$2.38M 1 0.37% Increased
160
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$71.4M -$1.18M 3 0.18% Reduced
161
Penserra Capital Management
Penserra Capital Management
California
$71.3M +$2.22M 2 1.48% Increased
162
Pinnacle Associates
Pinnacle Associates
New York
$71M -$8.95M 2 1.31% Reduced
163
Russell Investments Group
Russell Investments Group
United Kingdom
$70M +$5.73M 2 0.12% Increased
164
Railway Pension Investments
Railway Pension Investments
United Kingdom
$69.7M +$1.56M 1 0.57% Increased
165
CIBC World Market
CIBC World Market
Ontario, Canada
$68.6M -$4.02M 1 0.22% Reduced
166
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$68.5M +$22.1M 2 0.77% Increased
167
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$67.9M +$201K 1 0.34% Increased
168
Franklin Resources
Franklin Resources
California
$67.8M +$3.8M 1 0.03% Increased
169
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$67.8M -$82.7M 1 0.22% Reduced
170
River Road Asset Management
River Road Asset Management
Kentucky
$67.8M -$6.36M 1 0.75% Reduced
171
ACI
AMP Capital Investors
Australia
$66.5M -$12.9M 1 0.37% Reduced
172
DZ Bank
DZ Bank
Germany
$66.3M +$34.5M 1 0.1% Increased
173
PAM
Private Asset Management
California
$66.1M -$193K 1 9.01% Reduced
174
Storebrand Asset Management
Storebrand Asset Management
Norway
$65.5M +$947K 1 0.32% Increased
175
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$65.3M +$46.9M 2 0.16% Increased