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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
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$165M -$29.3M 3 0.24% Reduced
77
Renaissance Technologies
Renaissance Technologies
New York
$164M +$35.8M 3 0.16% Increased
78
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$158M -$2.4M 3 0.16% Reduced
79
Adage Capital Partners
Adage Capital Partners
Massachusetts
$145M -$37.4M 1 0.36% Reduced
80
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$143M +$1.26M 1 0.32% Increased
81
Westfield Capital Management
Westfield Capital Management
Massachusetts
$140M +$20.2M 1 0.9% Increased
82
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$139M +$22.9M 1 0.54% Increased
83
Barclays
Barclays
United Kingdom
$135M +$9.2M 3 0.08% Increased
84
VanEck Associates
VanEck Associates
New York
$134M -$12.5M 1 0.43% Reduced
85
Citadel Advisors
Citadel Advisors
Florida
$133M +$58.6M 2 0.04% Increased
86
Railway Pension Investments
Railway Pension Investments
United Kingdom
$129M +$10.2M 1 1.33% Increased
87
US Bancorp
US Bancorp
Minnesota
$129M -$392K 3 0.31% Reduced
88
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$129M +$3.84M 1 0.59% Increased
89
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$128M -$32.6M 2 1.33% Reduced
90
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$126M -$11.1M 2 0.31% Reduced
91
Jennison Associates
Jennison Associates
New York
$125M +$11.9M 1 0.1% Increased
92
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$124M -$39.9M 1 0.34% Reduced
93
ProShare Advisors
ProShare Advisors
Maryland
$124M +$15.3M 2 0.57% Increased
94
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M -$1.57M 2 0.11% Reduced
95
M&T Bank
M&T Bank
New York
$120M -$6.62M 1 0.59% Reduced
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$119M -$1.55M 2 0.15% Reduced
97
APG Asset Management
APG Asset Management
Netherlands
$118M -$23.9M 1 0.2% Reduced
98
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$117M +$271K 1 1.47% Increased
99
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$116M +$62.9M 1 0.51% Increased
100
TD Asset Management
TD Asset Management
Ontario, Canada
$115M +$28.9M 1 0.16% Increased