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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
National Pension Service
National Pension Service
South Korea
$121M +$7.13M 1 0.41% Increased
77
First Trust Advisors
First Trust Advisors
Illinois
$120M -$79.8M 2 0.23% Reduced
78
Lazard Asset Management
Lazard Asset Management
New York
$118M -$33.6M 1 0.19% Reduced
79
HSBC Holdings
HSBC Holdings
United Kingdom
$114M +$28.2M 2 0.22% Increased
80
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$111M -$28.8M 1 2.12% Reduced
81
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$109M +$28.9M 2 0.09% Increased
82
Prudential plc
Prudential plc
United Kingdom
$109M +$8.05M 1 0.33% Increased
83
Russell Investments Group
Russell Investments Group
United Kingdom
$103M -$17.3M 2 0.19% Reduced
84
Natixis Advisors
Natixis Advisors
Massachusetts
$103M +$127K 1 0.84% Increased
85
Nomura Holdings
Nomura Holdings
Japan
$97.3M +$13.2M 1 0.43% Increased
86
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$96.3M +$1.27M 1 1.16% Increased
87
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$92.9M -$16.2M 2 0.26% Reduced
88
American Century Companies
American Century Companies
Missouri
$92.9M -$68.4M 1 0.09% Reduced
89
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.4M +$2.97M 3 0.11% Increased
90
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$91.9M +$88.5M 1 0.69% New
91
Artemis Investment Management
Artemis Investment Management
United Kingdom
$91.3M +$1.86M 1 1.08% Increased
92
M&T Bank
M&T Bank
New York
$88.5M -$1.26M 1 0.46% Reduced
93
US Bancorp
US Bancorp
Minnesota
$86.9M -$4.72M 3 0.24% Reduced
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$84.8M -$9.15M 2 0.08% Reduced
95
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$84.5M +$59.8M 1 0.42% Increased
96
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$83.3M -$7.19M 1 0.39% Reduced
97
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$81.6M -$38.9M 1 0.16% Reduced
98
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$81.4M $0 1 0.3% Maintained
99
Korea Investment Corp
Korea Investment Corp
South Korea
$78.5M -$5.09M 1 0.34% Reduced
100
Chevy Chase Trust
Chevy Chase Trust
Maryland
$77.7M +$447K 1 0.32% Increased