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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
76
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$144M -$1.86M 2 0.37% Reduced
77
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$143M -$9.64M 1 0.25% Reduced
78
OppenheimerFunds
OppenheimerFunds
New York
$141M +$47.1M 1 0.16% Increased
79
HP
Holowesko Partners
Bahamas
$139M $0 1 10.26% Maintained
80
Bank of Montreal
Bank of Montreal
Ontario, Canada
$138M +$6.31M 2 0.11% Increased
81
Epoch Investment Partners
Epoch Investment Partners
New York
$138M -$32M 1 0.52% Reduced
82
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$138M -$149M 2 0.05% Reduced
83
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$130M +$18.8M 1 0.24% Increased
84
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$129M +$566K 2 0.36% Increased
85
Lazard Asset Management
Lazard Asset Management
New York
$124M -$2.5M 1 0.2% Reduced
86
American Century Companies
American Century Companies
Missouri
$121M -$13.2M 1 0.12% Reduced
87
Fidelity International
Fidelity International
Bermuda
$120M -$313M 1 0.18% Reduced
88
Douglas Lane & Associates
Douglas Lane & Associates
New York
$118M +$1.22M 1 2.31% Increased
89
Prudential Financial
Prudential Financial
New Jersey
$115M -$7.81M 2 0.17% Reduced
90
WP
Wedgewood Partners
Missouri
$111M -$15.4M 1 5.55% Reduced
91
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$109M -$3.1M 1 0.52% Reduced
92
Hamlin Capital Management
Hamlin Capital Management
New York
$106M -$3.53M 1 4.14% Reduced
93
Natixis Advisors
Natixis Advisors
Massachusetts
$103M +$2.43M 1 0.9% Increased
94
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$102M +$24.1M 2 0.13% Increased
95
Jennison Associates
Jennison Associates
New York
$100M +$52.3M 1 0.09% Increased
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$98.7M -$4.81M 2 0.09% Reduced
97
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98.4M -$15.3M 2 0.1% Reduced
98
National Pension Service
National Pension Service
South Korea
$98.1M +$533K 1 0.4% Increased
99
Prudential plc
Prudential plc
United Kingdom
$96.5M -$18M 1 0.31% Reduced
100
US Bancorp
US Bancorp
Minnesota
$92.8M -$2.08M 3 0.27% Reduced