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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
Capital World Investors
Capital World Investors
California
$238M -$869M 1 0.04% Reduced
77
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$237M -$19.3M 2 0.33% Reduced
78
Janus Henderson Group
Janus Henderson Group
$236M -$290K 2 0.14% Reduced
79
DnB Asset Management
DnB Asset Management
Norway
$224M +$79.1M 1 1.16% Increased
80
Nordea Investment Management
Nordea Investment Management
Sweden
$213M +$18.3M 1 0.27% Increased
81
KBC Group
KBC Group
Belgium
$210M +$11.7M 2 0.74% Increased
82
Principal Financial Group
Principal Financial Group
Iowa
$209M -$3.21M 2 0.13% Reduced
83
HighTower Advisors
HighTower Advisors
Illinois
$208M -$3M 1 0.35% Reduced
84
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$204M +$101M 1 0.26% Increased
85
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$202M -$7.89M 1 2.13% Reduced
86
US Bancorp
US Bancorp
Minnesota
$196M +$418K 2 0.29% Increased
87
DZ Bank
DZ Bank
Germany
$196M -$6.92M 1 0.24% Reduced
88
Nomura Asset Management
Nomura Asset Management
Japan
$190M -$2.32M 1 0.78% Reduced
89
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$188M -$27.4M 2 0.11% Reduced
90
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$187M +$3.71M 2 0.53% Increased
91
Douglas Lane & Associates
Douglas Lane & Associates
New York
$186M -$5.25M 1 2.87% Reduced
92
Lazard Asset Management
Lazard Asset Management
New York
$185M +$61M 2 0.23% Increased
93
Citadel Advisors
Citadel Advisors
Florida
$184M -$74.5K 3 0.04% Reduced
94
Jane Street
Jane Street
New York
$179M +$47.2M 2 0.05% Increased
95
ProShare Advisors
ProShare Advisors
Maryland
$176M -$22.1M 2 0.54% Reduced
96
Canada Life
Canada Life
Manitoba, Canada
$172M +$531K 1 0.38% Increased
97
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$172M -$4.17M 1 0.38% Reduced
98
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$172M +$6.1M 1 0.4% Increased
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$171M -$2.02M 2 0.36% Reduced
100
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$171M +$9.93M 2 0.3% Increased