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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
LSV Asset Management
LSV Asset Management
Illinois
$371M +$76.1M 1 0.81% Increased
52
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$370M -$51.4M 1 3.21% Reduced
53
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$347M +$69.1M 3 0.39% Increased
54
Axa
Axa
France
$346M -$17.7M 2 1.11% Reduced
55
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$335M +$26.3M 2 0.68% Increased
56
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$330M -$1.64M 2 0.35% Reduced
57
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$317M -$25.8M 1 0.69% Reduced
58
Allianz Asset Management
Allianz Asset Management
Germany
$316M +$84.2M 1 0.52% Increased
59
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$316M +$85.3M 1 0.59% Increased
60
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$316M -$6.26M 1 0.67% Reduced
61
TD Asset Management
TD Asset Management
Ontario, Canada
$315M +$116M 1 0.31% Increased
62
Citigroup
Citigroup
New York
$314M -$6.98M 2 0.22% Reduced
63
Prudential Financial
Prudential Financial
New Jersey
$309M -$11.5M 2 0.47% Reduced
64
Stifel Financial
Stifel Financial
Missouri
$295M -$19.8M 2 0.37% Reduced
65
National Pension Service
National Pension Service
South Korea
$294M +$5.42M 1 0.41% Increased
66
Envestnet Asset Management
Envestnet Asset Management
Illinois
$292M -$11.7M 2 0.12% Reduced
67
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$279M -$46.3K 1 4.03% Reduced
68
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$263M +$2.76M 2 0.36% Increased
69
Boston Partners
Boston Partners
Massachusetts
$261M -$149M 1 0.35% Reduced
70
Man Group
Man Group
United Kingdom
$259M +$222M 2 0.72% New
71
Victory Capital Management
Victory Capital Management
Texas
$257M +$42.6M 2 0.27% Increased
72
Franklin Resources
Franklin Resources
California
$253M +$10.6M 2 0.12% Increased
73
National Bank of Canada
National Bank of Canada
Quebec, Canada
$253M +$88.6M 2 0.4% Increased
74
Marshall Wace
Marshall Wace
United Kingdom
$249M +$214M 3 0.42% New
75
Fisher Asset Management
Fisher Asset Management
Washington
$244M -$3.68M 1 0.13% Reduced