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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$319M +$3.81M 1 0.62% Increased
77
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$304M +$916K 2 1.57% Increased
78
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$297M +$49.8M 2 1.11% Increased
79
Principal Financial Group
Principal Financial Group
Iowa
$292M -$11.9M 2 0.17% Reduced
80
Bahl & Gaynor
Bahl & Gaynor
Ohio
$281M -$9.28M 1 1.57% Reduced
81
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$273M +$206M 1 0.38% Increased
82
National Pension Service
National Pension Service
South Korea
$271M -$3.17M 1 0.47% Reduced
83
Select Equity Group
Select Equity Group
New York
$270M +$28.3M 1 0.74% Increased
84
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$264M +$157M 2 0.6% Increased
85
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$263M +$110M 1 0.35% Increased
86
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$257M -$4.19M 2 0.46% Reduced
87
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$254M -$3.99M 1 0.49% Reduced
88
Truist Financial
Truist Financial
North Carolina
$249M +$1.53M 1 0.38% Increased
89
HMP
HS Management Partners
New York
$248M -$50.5M 1 6.56% Reduced
90
Douglas Lane & Associates
Douglas Lane & Associates
New York
$247M -$1.61M 1 3.28% Reduced
91
Victory Capital Management
Victory Capital Management
Texas
$241M -$15.7M 2 0.22% Reduced
92
Jennison Associates
Jennison Associates
New York
$241M +$20.2M 2 0.15% Increased
93
Macquarie Group
Macquarie Group
Australia
$239M -$31M 2 0.2% Reduced
94
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$234M -$31.8M 2 0.14% Reduced
95
Adage Capital Partners
Adage Capital Partners
Massachusetts
$228M +$11.5M 1 0.41% Increased
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$223M +$8.96M 2 0.18% Increased
97
Lazard Asset Management
Lazard Asset Management
New York
$220M -$18.9M 2 0.23% Reduced
98
US Bancorp
US Bancorp
Minnesota
$210M +$763K 3 0.33% Increased
99
ClearBridge Investments
ClearBridge Investments
New York
$209M -$1.31B 1 0.14% Reduced
100
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$208M -$12.5M 1 0.22% Reduced