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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
ProShare Advisors
ProShare Advisors
Maryland
$546M +$240M 2 1.46% Increased
52
LSV Asset Management
LSV Asset Management
Illinois
$501M -$44.4M 1 1.1% Reduced
53
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$460M +$7.76M 2 0.43% Increased
54
Envestnet Asset Management
Envestnet Asset Management
Illinois
$454M -$12.2M 2 0.16% Reduced
55
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$435M -$7.95M 2 0.82% Reduced
56
TD Asset Management
TD Asset Management
Ontario, Canada
$434M -$62M 1 0.4% Reduced
57
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$424M -$30M 1 3.57% Reduced
58
Axa
Axa
France
$420M -$10.6M 2 1.25% Reduced
59
Allianz Asset Management
Allianz Asset Management
Germany
$417M -$22.8M 1 0.62% Reduced
60
National Pension Service
National Pension Service
South Korea
$414M +$2.98M 1 0.48% Increased
61
KBC Group
KBC Group
Belgium
$407M -$34.7M 2 1.23% Reduced
62
Man Group
Man Group
United Kingdom
$394M -$12M 2 0.99% Reduced
63
Fidelity International
Fidelity International
Bermuda
$376M -$934M 1 0.37% Reduced
64
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$375M -$62.2M 2 0.76% Reduced
65
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$371M +$298M 1 0.59% Increased
66
Tiger Global Management
Tiger Global Management
New York
$370M +$351M 1 1.71% New
67
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$367M -$196M 1 1.95% Reduced
68
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$364M -$210K 2 0.45% Reduced
69
Victory Capital Management
Victory Capital Management
Texas
$355M -$18.3M 2 0.36% Reduced
70
Nomura Asset Management
Nomura Asset Management
Japan
$349M +$30.8M 1 1.19% Increased
71
Prudential Financial
Prudential Financial
New Jersey
$347M -$55.4M 1 0.52% Reduced
72
Fisher Asset Management
Fisher Asset Management
Washington
$336M +$7.58M 1 0.15% Increased
73
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$331M +$39.8M 2 0.4% Increased
74
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$327M +$92M 2 0.32% Increased
75
Stifel Financial
Stifel Financial
Missouri
$322M -$36.6M 2 0.36% Reduced