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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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$214M +$139M 2 1.17% Increased
77
Macquarie Group
Macquarie Group
Australia
$207M -$61.6M 2 0.18% Reduced
78
Wellington Management Group
Wellington Management Group
Massachusetts
$206M +$1.39M 1 0.04% Increased
79
Bahl & Gaynor
Bahl & Gaynor
Ohio
$205M +$418K 1 1.26% Increased
80
ProShare Advisors
ProShare Advisors
Maryland
$202M +$17.7M 2 0.57% Increased
81
National Pension Service
National Pension Service
South Korea
$194M -$66.3K 1 0.37% Reduced
82
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$191M -$5.94M 2 0.16% Reduced
83
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$187M +$39.3M 2 0.47% Increased
84
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$185M -$6.27M 2 0.36% Reduced
85
Victory Capital Management
Victory Capital Management
Texas
$184M +$16.8M 2 0.18% Increased
86
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$182M -$4.53M 1 0.38% Reduced
87
AQR Capital Management
AQR Capital Management
Connecticut
$179M +$63.1M 2 0.33% Increased
88
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$179M +$48.9M 3 0.25% Increased
89
Douglas Lane & Associates
Douglas Lane & Associates
New York
$175M -$2.41M 1 2.51% Reduced
90
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$175M +$39.7M 2 0.71% Increased
91
Truist Financial
Truist Financial
North Carolina
$175M +$7.28M 1 0.29% Increased
92
Lazard Asset Management
Lazard Asset Management
New York
$170M +$29.5M 1 0.19% Increased
93
Select Equity Group
Select Equity Group
New York
$167M +$46.3M 1 0.56% Increased
94
Rafferty Asset Management
Rafferty Asset Management
New York
$161M -$138M 2 1.1% Reduced
95
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$157M +$32.1M 1 0.18% Increased
96
Jennison Associates
Jennison Associates
New York
$154M +$70.5M 1 0.1% Increased
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$152M -$1.23M 1 0.3% Reduced
98
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$150M -$896K 2 0.14% Reduced
99
US Bancorp
US Bancorp
Minnesota
$147M +$1.73M 3 0.28% Increased
100
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$146M +$790K 1 1.46% Increased