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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
Prudential plc
Prudential plc
United Kingdom
$109M +$37.8K 1 0.32% Increased
77
Adage Capital Partners
Adage Capital Partners
Massachusetts
$108M -$16.7M 1 0.27% Reduced
78
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$103M +$7.51M 2 0.29% Increased
79
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103M +$6.93M 3 0.12% Increased
80
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$96.2M -$329K 1 1.16% Reduced
81
Prudential Financial
Prudential Financial
New Jersey
$93.1M -$164M 2 0.15% Reduced
82
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$90M +$86.9M 2 1.1% Increased
83
Wellington Management Group
Wellington Management Group
Massachusetts
$89.9M -$69.7M 1 0.02% Reduced
84
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$88.8M -$20.5M 1 0.13% Reduced
85
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$87.7M +$12.6M 1 0.22% Increased
86
M&T Bank
M&T Bank
New York
$87.2M -$1.52M 1 0.44% Reduced
87
US Bancorp
US Bancorp
Minnesota
$85.5M -$1.79M 3 0.23% Reduced
88
HSBC Holdings
HSBC Holdings
United Kingdom
$83M -$31.3M 2 0.15% Reduced
89
Antipodes Partners
Antipodes Partners
Australia
$82.2M -$68.8M 1 3.92% Reduced
90
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$81.9M -$1.56M 1 0.39% Reduced
91
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$81.8M -$3.27M 2 0.08% Reduced
92
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$81.6M +$66M 1 0.24% Increased
93
Chevy Chase Trust
Chevy Chase Trust
Maryland
$78M +$67.9K 1 0.32% Increased
94
D.E. Shaw & Co
D.E. Shaw & Co
New York
$77.8M +$31.1M 2 0.1% Increased
95
ProShare Advisors
ProShare Advisors
Maryland
$77M +$6.49M 2 0.43% Increased
96
VanEck Associates
VanEck Associates
New York
$73.8M +$6.96M 1 0.35% Increased
97
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$73.6M -$8.38M 2 0.28% Reduced
98
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$73M $0 1 2.61% Maintained
99
Parnassus Investments
Parnassus Investments
California
$68.7M -$105M 1 0.25% Reduced
100
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$66.8M +$65.9M 1 0.89% New