← All themes Artificial Intelligence

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
National Pension Service
National Pension Service
South Korea
$408M +$56.3M 1 0.39% Increased
52
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$391M -$2.4M 2 0.35% Reduced
53
TD Asset Management
TD Asset Management
Ontario, Canada
$380M +$9.59M 1 0.34% Increased
54
Envestnet Asset Management
Envestnet Asset Management
Illinois
$378M -$10.5M 2 0.12% Reduced
55
Two Sigma Advisers
Two Sigma Advisers
New York
$360M +$234M 2 0.84% Increased
56
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$350M -$11.5M 1 2.76% Reduced
57
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$350M +$38.2M 1 1.73% Increased
58
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$335M -$221M 1 0.1% Reduced
59
Victory Capital Management
Victory Capital Management
Texas
$321M +$18.1M 2 0.31% Increased
60
Tiger Global Management
Tiger Global Management
New York
$316M $0 1 1.35% Maintained
61
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$313M -$8.44M 2 0.59% Reduced
62
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$310M -$921K 2 0.36% Reduced
63
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$305M +$22.1M 2 0.33% Increased
64
Prudential Financial
Prudential Financial
New Jersey
$297M +$1M 2 0.42% Increased
65
Axa
Axa
France
$296M -$68.6M 2 0.88% Reduced
66
National Bank of Canada
National Bank of Canada
Quebec, Canada
$289M -$419M 1 0.33% Reduced
67
Fisher Asset Management
Fisher Asset Management
Washington
$288M +$642K 1 0.12% Increased
68
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$282M +$30.3M 1 0.56% Increased
69
Boston Partners
Boston Partners
Massachusetts
$281M +$32.9M 1 0.33% Increased
70
Citadel Advisors
Citadel Advisors
Florida
$278M +$136M 3 0.05% Increased
71
Stifel Financial
Stifel Financial
Missouri
$277M +$1.94M 2 0.29% Increased
72
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$269M +$123M 1 0.54% Increased
73
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$259M +$9.76M 1 0.27% Increased
74
Nomura Asset Management
Nomura Asset Management
Japan
$252M -$47.7M 1 0.78% Reduced
75
Two Sigma Investments
Two Sigma Investments
New York
$251M +$167M 3 0.55% Increased