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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
51
Swedbank
Swedbank
Sweden
$478M +$199M 1 0.41% Increased
52
National Pension Service
National Pension Service
South Korea
$475M +$3.57M 1 0.31% Increased
53
Marshall Wace
Marshall Wace
United Kingdom
$470M +$453M 3 0.37% Increased
54
Franklin Resources
Franklin Resources
California
$462M -$1.01B 3 0.1% Reduced
55
Vanguard Asset Management
Vanguard Asset Management
$445M +$46M 2 0.3% Increased
56
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$436M -$17.5M 4 0.2% Reduced
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$426M -$172M 1 0.24% Reduced
58
Pacer Advisors
Pacer Advisors
Pennsylvania
$394M -$158M 2 1% Reduced
59
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$371M -$17.7M 4 0.44% Reduced
60
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$358M +$361M 3 0.33% Increased
61
HRT Financial
HRT Financial
New York
$355M +$359M 1 0.65% Increased
62
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$355M -$32.1M 2 0.52% Reduced
63
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$350M -$11.4M 4 0.26% Reduced
64
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$348M +$352M 1 3.54% New
65
LPL Financial
LPL Financial
California
$342M +$37.4M 4 0.08% Increased
66
Lazard Asset Management
Lazard Asset Management
New York
$336M -$138M 3 0.51% Reduced
67
Allianz Asset Management
Allianz Asset Management
Germany
$315M -$358M 2 0.26% Reduced
68
Envestnet Asset Management
Envestnet Asset Management
Illinois
$312M -$155M 2 0.07% Reduced
69
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$305M -$2.11M 4 0.28% Reduced
70
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$299M -$37.3M 2 0.23% Reduced
71
Bank of Montreal
Bank of Montreal
Ontario, Canada
$292M -$40.5M 1 0.1% Reduced
72
Viking Global Investors
Viking Global Investors
Connecticut
$280M +$283M 1 0.8% New
73
Nomura Asset Management
Nomura Asset Management
Japan
$279M +$199M 2 0.6% Increased
74
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$277M -$48.2M 1 0.2% Reduced
75
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$272M +$24.7M 1 0.31% Increased