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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$157M +$23.2M 2 0.1% Increased
77
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$155M +$6.93M 1 1.86% Increased
78
F
FIFTHDELTA
United Kingdom
$154M -$33.8M 1 11.05% Reduced
79
Envestnet Asset Management
Envestnet Asset Management
Illinois
$151M -$61.4M 2 0.08% Reduced
80
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$149M -$2.07M 1 0.37% Reduced
81
Bessemer Group
Bessemer Group
New Jersey
$148M -$114K 1 0.36% Reduced
82
Douglas Lane & Associates
Douglas Lane & Associates
New York
$147M +$55.6K 1 2.46% Increased
83
Victory Capital Management
Victory Capital Management
Texas
$147M -$12.7M 2 0.17% Reduced
84
US Bancorp
US Bancorp
Minnesota
$144M +$19M 2 0.25% Increased
85
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$142M -$2.15M 2 0.35% Reduced
86
APG Asset Management
APG Asset Management
Netherlands
$140M +$125M 1 0.27% Increased
87
Truist Financial
Truist Financial
North Carolina
$137M -$9.58M 1 0.24% Reduced
88
Millennium Management
Millennium Management
New York
$133M -$4.96M 3 0.07% Reduced
89
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$132M +$449K 1 0.35% Increased
90
HighTower Advisors
HighTower Advisors
Illinois
$129M +$9.8M 1 0.29% Increased
91
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$126M -$40.1M 1 0.28% Reduced
92
ProShare Advisors
ProShare Advisors
Maryland
$124M -$13.2M 2 0.44% Reduced
93
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$124M +$52.2M 1 0.19% Increased
94
Adage Capital Partners
Adage Capital Partners
Massachusetts
$122M -$1.63M 1 0.29% Reduced
95
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$120M -$17.5M 3 0.12% Reduced
96
Janus Henderson Group
Janus Henderson Group
$119M -$45.3M 3 0.08% Reduced
97
Korea Investment Corp
Korea Investment Corp
South Korea
$114M +$11.2M 1 0.36% Increased
98
William Blair Investment Management
William Blair Investment Management
Illinois
$114M +$92.4M 1 0.44% New
99
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$113M +$11.9M 1 0.35% Increased
100
TD Asset Management
TD Asset Management
Ontario, Canada
$113M +$31.6M 1 0.14% Increased