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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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$429M -$249M 2 0.21% Reduced
52
First Trust Advisors
First Trust Advisors
Illinois
$397M +$80.8M 2 0.41% Increased
53
Neuberger Berman Group
Neuberger Berman Group
New York
$391M +$68.6M 2 0.33% Increased
54
Citigroup
Citigroup
New York
$371M -$120M 3 0.23% Reduced
55
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$358M +$35.3M 2 0.75% Increased
56
Prudential Financial
Prudential Financial
New Jersey
$357M -$16M 2 0.47% Reduced
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$356M -$25.2M 2 0.28% Reduced
58
ProShare Advisors
ProShare Advisors
Maryland
$343M -$23.1M 2 0.74% Reduced
59
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$341M +$5.48M 1 0.74% Increased
60
Renaissance Technologies
Renaissance Technologies
New York
$336M +$272M 3 0.39% Increased
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$325M +$4.34M 2 0.35% Increased
62
Wellington Management Group
Wellington Management Group
Massachusetts
$322M -$108M 2 0.06% Reduced
63
Credit Suisse
Credit Suisse
Switzerland
$312M -$2.39M 2 0.27% Reduced
64
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$307M +$1.38M 2 4.03% Increased
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$297M -$21.1M 2 0.39% Reduced
66
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$293M +$5.14M 2 0.38% Increased
67
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$285M +$19.6M 1 0.56% Increased
68
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$282M +$1.77M 1 0.78% Increased
69
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$274M -$23.6M 3 0.37% Reduced
70
Envestnet Asset Management
Envestnet Asset Management
Illinois
$266M -$1.83M 2 0.13% Reduced
71
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$255M -$30.9M 1 0.83% Reduced
72
VOYA Investment Management
VOYA Investment Management
Georgia
$251M -$68M 2 0.52% Reduced
73
Rafferty Asset Management
Rafferty Asset Management
New York
$250M -$78.7M 2 1.48% Reduced
74
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$247M -$6.68M 2 1.45% Reduced
75
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$244M +$17.8M 1 0.42% Increased