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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$214M +$189M 2 0.57% Increased
77
Douglas Lane & Associates
Douglas Lane & Associates
New York
$214M -$7.46M 1 3.58% Reduced
78
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$211M +$140M 2 0.32% Increased
79
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$201M +$19.6M 1 0.65% Increased
80
Millennium Management
Millennium Management
New York
$199M +$107M 2 0.14% Increased
81
D.E. Shaw & Co
D.E. Shaw & Co
New York
$191M -$117M 2 0.17% Reduced
82
Adage Capital Partners
Adage Capital Partners
Massachusetts
$189M +$1.28M 1 0.41% Increased
83
ProShare Advisors
ProShare Advisors
Maryland
$189M +$26.3M 2 0.7% Increased
84
VanEck Associates
VanEck Associates
New York
$184M +$9.81M 1 0.54% Increased
85
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$180M -$4.72M 2 0.36% Reduced
86
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$178M +$80.3M 1 0.41% Increased
87
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$178M -$26.2M 3 0.16% Reduced
88
Truist Financial
Truist Financial
North Carolina
$174M +$52.4M 1 0.33% Increased
89
Envestnet Asset Management
Envestnet Asset Management
Illinois
$168M +$9.94M 2 0.13% Increased
90
US Bancorp
US Bancorp
Minnesota
$165M -$1.26M 3 0.36% Reduced
91
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$165M -$1.66M 1 0.65% Reduced
92
Prudential Financial
Prudential Financial
New Jersey
$163M +$19.7M 2 0.27% Increased
93
Jennison Associates
Jennison Associates
New York
$161M -$251K 1 0.11% Reduced
94
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$161M +$49.6M 2 0.6% Increased
95
BAM
Brilliance Asset Management
Hong Kong
$161M +$147M 1 6.34% New
96
HMP
HS Management Partners
New York
$159M +$27.3M 1 4.88% Increased
97
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$159M -$5.25M 2 0.37% Reduced
98
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$158M -$67.4M 1 0.22% Reduced
99
Two Sigma Investments
Two Sigma Investments
New York
$151M +$12.6M 2 0.43% Increased
100
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$150M -$1.85M 1 1.67% Reduced