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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
$93.7M -$34.6M 1 0.5% Reduced
77
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91.6M +$8.24M 3 0.1% Increased
78
Victory Capital Management
Victory Capital Management
Texas
$88.4M -$4.65M 3 0.15% Reduced
79
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$86.7M +$29.6M 1 1.69% Increased
80
VanEck Associates
VanEck Associates
New York
$85.9M +$33.6M 1 0.44% Increased
81
Fidelity International
Fidelity International
Bermuda
$85.6M -$9.32M 2 0.14% Reduced
82
Adage Capital Partners
Adage Capital Partners
Massachusetts
$83.5M +$279K 1 0.25% Increased
83
Jane Street
Jane Street
New York
$81.8M +$95.4M 2 0.08% Increased
84
Wellington Management Group
Wellington Management Group
Massachusetts
$81.3M -$8.2M 1 0.02% Reduced
85
Antipodes Partners
Antipodes Partners
Australia
$80.3M +$4.48M 1 4.2% Increased
86
Russell Investments Group
Russell Investments Group
United Kingdom
$79.7M -$5.53M 2 0.21% Reduced
87
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$78.7M +$2.23M 1 0.23% Increased
88
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$77.9M +$11.3M 2 0.14% Increased
89
Public Investment Fund
Public Investment Fund
Saudi Arabia
$77.8M +$94.3M 1 0.8% New
90
Barclays
Barclays
United Kingdom
$75.4M -$110M 3 0.06% Reduced
91
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$75M +$31.8M 1 1.28% Increased
92
US Bancorp
US Bancorp
Minnesota
$74.8M -$241K 3 0.23% Reduced
93
Natixis Advisors
Natixis Advisors
Massachusetts
$74.7M -$21.9M 1 0.61% Reduced
94
M&T Bank
M&T Bank
New York
$73.3M -$3.68M 1 0.43% Reduced
95
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$73.2M +$4.43M 1 0.41% Increased
96
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$72.8M -$10.9M 2 0.24% Reduced
97
Polar Capital
Polar Capital
United Kingdom
$70.3M -$61.7M 1 0.75% Reduced
98
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$68.2M -$2.58M 2 0.09% Reduced
99
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$67.5M -$3.29M 1 0.99% Reduced
100
Chevy Chase Trust
Chevy Chase Trust
Maryland
$66.1M +$1.29M 1 0.31% Increased