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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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$433M +$963K 2 0.77% Increased
52
National Pension Service
National Pension Service
South Korea
$407M +$1.44M 1 0.35% Increased
53
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$402M +$277M 2 1.58% Increased
54
Envestnet Asset Management
Envestnet Asset Management
Illinois
$390M +$1.49M 2 0.11% Increased
55
Two Sigma Advisers
Two Sigma Advisers
New York
$386M -$21.5M 2 0.79% Reduced
56
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$364M +$19.9M 2 0.29% Increased
57
Nordea Investment Management
Nordea Investment Management
Sweden
$363M +$6.47M 1 0.34% Increased
58
TD Asset Management
TD Asset Management
Ontario, Canada
$332M -$1.28M 1 0.28% Reduced
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$327M -$28.7M 2 0.28% Reduced
60
Bank of Montreal
Bank of Montreal
Ontario, Canada
$315M -$46.9M 1 0.15% Reduced
61
Man Group
Man Group
United Kingdom
$306M -$19.3M 2 0.58% Reduced
62
ProShare Advisors
ProShare Advisors
Maryland
$306M +$10.8M 2 0.61% Increased
63
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$306M +$59.7M 2 0.26% Increased
64
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$282M -$823K 2 0.31% Reduced
65
Russell Investments Group
Russell Investments Group
United Kingdom
$277M +$56.1M 2 0.35% Increased
66
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$269M -$151M 2 0.27% Reduced
67
LPL Financial
LPL Financial
California
$253M +$7.01M 2 0.08% Increased
68
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$251M -$12.7M 2 0.49% Reduced
69
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$250M -$3.71M 1 0.21% Reduced
70
Canada Life
Canada Life
Manitoba, Canada
$246M +$2.74M 1 0.39% Increased
71
Swedbank
Swedbank
Sweden
$241M +$24.2M 1 0.27% Increased
72
KBC Group
KBC Group
Belgium
$239M +$23.7M 2 0.65% Increased
73
Federated Hermes
Federated Hermes
Pennsylvania
$239M -$107M 1 0.45% Reduced
74
Two Sigma Investments
Two Sigma Investments
New York
$234M +$57.9M 3 0.41% Increased
75
Capital Research Global Investors
Capital Research Global Investors
California
$233M +$6.44M 1 0.05% Increased