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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
Citigroup
Citigroup
New York
$133M -$75M 3 0.1% Reduced
77
National Pension Service
National Pension Service
South Korea
$128M -$18.2M 1 0.35% Reduced
78
Man Group
Man Group
United Kingdom
$128M +$58.1M 2 0.42% Increased
79
Fred Alger Management
Fred Alger Management
New York
$123M +$115M 1 0.45% Increased
80
Natixis Advisors
Natixis Advisors
Massachusetts
$121M -$6.51M 1 0.85% Reduced
81
Victory Capital Management
Victory Capital Management
Texas
$120M -$11.9M 2 0.15% Reduced
82
Fidelity International
Fidelity International
Bermuda
$119M -$91M 2 0.16% Reduced
83
Wellington Management Group
Wellington Management Group
Massachusetts
$115M +$10.3M 1 0.02% Increased
84
HSBC Holdings
HSBC Holdings
United Kingdom
$115M +$17.8M 2 0.2% Increased
85
RCW
Rheos Capital Works
Japan
$112M +$107M 1 11.58% New
86
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111M -$6.06M 2 0.12% Reduced
87
Russell Investments Group
Russell Investments Group
United Kingdom
$109M -$25.3M 2 0.2% Reduced
88
Adage Capital Partners
Adage Capital Partners
Massachusetts
$109M -$16M 1 0.27% Reduced
89
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$106M -$10.9M 2 0.27% Reduced
90
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$100M -$834K 1 0.24% Reduced
91
Millennium Management
Millennium Management
New York
$100M +$34.9M 1 0.13% Increased
92
Antipodes Partners
Antipodes Partners
Australia
$100M +$4.63M 1 4.5% Increased
93
M&T Bank
M&T Bank
New York
$99.6M -$1.23M 1 0.47% Reduced
94
US Bancorp
US Bancorp
Minnesota
$97.8M -$847K 3 0.25% Reduced
95
ProShare Advisors
ProShare Advisors
Maryland
$95.7M +$6.41M 2 0.44% Increased
96
GQG Partners
GQG Partners
Florida
$93.5M +$88.6M 1 0.65% New
97
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$91.7M -$2.65M 2 0.09% Reduced
98
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$91.6M -$18.7M 1 1.04% Reduced
99
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$90.8M -$3.78M 1 0.4% Reduced
100
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$90.5M +$17.7M 3 0.16% Increased