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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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$103M -$21.2M 1 0.29% Reduced
77
Lazard Asset Management
Lazard Asset Management
New York
$101M +$3.64M 1 0.19% Increased
78
Bank of Montreal
Bank of Montreal
Ontario, Canada
$100M -$9.88M 2 0.09% Reduced
79
Principal Financial Group
Principal Financial Group
Iowa
$98.9M -$17.8M 1 0.11% Reduced
80
Epoch Investment Partners
Epoch Investment Partners
New York
$97.3M -$12.6M 1 0.45% Reduced
81
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$96.5M -$18.9M 2 0.29% Reduced
82
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$93M -$9.97M 1 0.21% Reduced
83
Douglas Lane & Associates
Douglas Lane & Associates
New York
$92.7M -$334K 1 2.19% Reduced
84
Hamlin Capital Management
Hamlin Capital Management
New York
$91.9M +$8.92M 1 4.28% Increased
85
Barclays
Barclays
United Kingdom
$89.3M -$40.4M 2 0.07% Reduced
86
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$86.5M +$130K 1 0.48% Increased
87
DAM
DLD Asset Management
New York
$85.3M +$91M 1 5.85% New
88
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$85.3M -$27.9M 2 0.03% Reduced
89
Citigroup
Citigroup
New York
$83.7M +$42.8M 2 0.08% Increased
90
HSBC Holdings
HSBC Holdings
United Kingdom
$81.1M +$16M 2 0.15% Increased
91
WP
Wedgewood Partners
Missouri
$79.3M -$8.7M 1 5.26% Reduced
92
Jennison Associates
Jennison Associates
New York
$77.5M -$1.65M 1 0.09% Reduced
93
Prudential Financial
Prudential Financial
New Jersey
$76.1M -$15.9M 1 0.13% Reduced
94
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$75.3M -$138M 1 0.6% Reduced
95
Natixis Advisors
Natixis Advisors
Massachusetts
$75M -$6.43M 1 0.74% Reduced
96
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$74.9M +$5.71M 1 0.96% Increased
97
Prudential plc
Prudential plc
United Kingdom
$74.5M -$1.85M 1 0.3% Reduced
98
National Pension Service
National Pension Service
South Korea
$74.3M +$4.74M 1 0.31% Increased
99
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$74M -$30.6M 2 0.24% Reduced
100
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$74M -$4.29M 2 0.08% Reduced