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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
Russell Investments Group
Russell Investments Group
United Kingdom
$91.3M -$13M 2 0.17% Reduced
77
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$88.4M -$766K 3 0.04% Reduced
78
Chevy Chase Trust
Chevy Chase Trust
Maryland
$86.8M +$55.4K 1 0.36% Increased
79
Adage Capital Partners
Adage Capital Partners
Massachusetts
$86.4M -$24.6M 1 0.22% Reduced
80
Citigroup
Citigroup
New York
$86.1M +$1.94M 3 0.08% Increased
81
Bank of Montreal
Bank of Montreal
Ontario, Canada
$85.6M -$13.9M 2 0.07% Reduced
82
National Pension Service
National Pension Service
South Korea
$85.3M +$2.99M 1 0.33% Increased
83
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$84M +$8.2M 2 0.24% Increased
84
Neuberger Berman Group
Neuberger Berman Group
New York
$80.4M +$30.4M 2 0.1% Increased
85
Jennison Associates
Jennison Associates
New York
$79.5M +$1.76M 1 0.08% Increased
86
Natixis Advisors
Natixis Advisors
Massachusetts
$77.3M +$1.99M 1 0.68% Increased
87
Prudential plc
Prudential plc
United Kingdom
$75.4M +$754K 1 0.27% Increased
88
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$71.2M +$150K 1 0.86% Increased
89
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$70.7M -$3.27M 2 0.07% Reduced
90
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$70.5M -$5.53M 1 0.83% Reduced
91
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$69.7M -$1.86M 1 2.21% Reduced
92
US Bancorp
US Bancorp
Minnesota
$68.8M -$4.84M 3 0.2% Reduced
93
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$68M -$17.7M 1 0.33% Reduced
94
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.3M +$4.69M 2 0.07% Increased
95
M&T Bank
M&T Bank
New York
$67.3M -$707K 1 0.35% Reduced
96
Artemis Investment Management
Artemis Investment Management
United Kingdom
$67.1M +$63.5M 1 0.78% New
97
Hamlin Capital Management
Hamlin Capital Management
New York
$66.9M -$23.8M 1 2.98% Reduced
98
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$65.3M -$7.78M 2 0.09% Reduced
99
Prudential Financial
Prudential Financial
New Jersey
$63.9M -$11.7M 1 0.11% Reduced
100
HSBC Holdings
HSBC Holdings
United Kingdom
$63.8M -$16.8M 2 0.12% Reduced