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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$130M +$37.8M 1 0.45% Increased
77
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$129M +$23.4M 2 0.15% Increased
78
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$129M +$64.2M 2 1.39% Increased
79
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122M +$4.06M 3 0.11% Increased
80
Wellington Management Group
Wellington Management Group
Massachusetts
$119M +$8.58M 1 0.03% Increased
81
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$119M -$9.96M 1 0.33% Reduced
82
VanEck Associates
VanEck Associates
New York
$115M -$945K 1 0.4% Reduced
83
APG Asset Management
APG Asset Management
Netherlands
$114M -$29M 1 0.21% Reduced
84
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$110M +$3.16M 1 0.27% Increased
85
Victory Capital Management
Victory Capital Management
Texas
$109M -$8.65M 2 0.15% Reduced
86
Renaissance Technologies
Renaissance Technologies
New York
$107M -$155M 3 0.09% Reduced
87
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$107M +$10.1M 2 0.3% Increased
88
Natixis Advisors
Natixis Advisors
Massachusetts
$102M +$881K 1 0.68% Increased
89
US Bancorp
US Bancorp
Minnesota
$100M -$511K 3 0.26% Reduced
90
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$99.9M -$172M 2 0.02% Reduced
91
M&T Bank
M&T Bank
New York
$98.6M -$190K 1 0.53% Reduced
92
Barclays
Barclays
United Kingdom
$97.5M -$2.08M 3 0.08% Reduced
93
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$96.8M -$3.78M 1 1.44% Reduced
94
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$96.4M -$2.07M 1 0.47% Reduced
95
Envestnet Asset Management
Envestnet Asset Management
Illinois
$94.9M +$17.2M 2 0.09% Increased
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$93.9M +$1.78M 2 0.12% Increased
97
Railway Pension Investments
Railway Pension Investments
United Kingdom
$91.3M +$35.7M 1 1.02% Increased
98
Westfield Capital Management
Westfield Capital Management
Massachusetts
$90.9M +$73.6M 1 0.62% Increased
99
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$90.8M -$198K 1 1.19% Reduced
100
Polar Capital
Polar Capital
United Kingdom
$90.3M -$3.88M 1 0.78% Reduced