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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
Swedbank
Swedbank
Sweden
$315M +$104M 1 0.42% Increased
77
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$302M -$14M 2 0.4% Reduced
78
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$296M +$74.1M 1 0.64% Increased
79
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$292M +$102M 1 0.32% Increased
80
Boston Partners
Boston Partners
Massachusetts
$292M -$5.51M 1 0.36% Reduced
81
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$290M +$275M 2 0.69% New
82
Alyeska Investment Group
Alyeska Investment Group
Illinois
$289M +$274M 1 1.65% New
83
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$272M +$55.1M 1 1.6% Increased
84
Waverton Investment Management
Waverton Investment Management
United Kingdom
$270M +$16.5M 1 5.08% Increased
85
Principal Financial Group
Principal Financial Group
Iowa
$268M -$16.3M 2 0.16% Reduced
86
Canada Life
Canada Life
Manitoba, Canada
$264M +$21.5M 1 0.5% Increased
87
US Bancorp
US Bancorp
Minnesota
$261M -$1.23M 2 0.36% Reduced
88
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$259M -$2.36M 1 2.5% Reduced
89
Lazard Asset Management
Lazard Asset Management
New York
$256M +$4.19M 2 0.32% Increased
90
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$256M -$131M 2 0.57% Reduced
91
Bessemer Group
Bessemer Group
New Jersey
$255M -$882K 1 0.45% Reduced
92
Nordea Investment Management
Nordea Investment Management
Sweden
$243M +$55.2M 1 0.28% Increased
93
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$243M +$4.2M 2 0.23% Increased
94
HighTower Advisors
HighTower Advisors
Illinois
$241M -$20.9M 1 0.37% Reduced
95
Los Angeles Capital Management
Los Angeles Capital Management
California
$236M +$136M 1 0.84% Increased
96
Douglas Lane & Associates
Douglas Lane & Associates
New York
$235M -$13.8M 1 3.33% Reduced
97
LPL Financial
LPL Financial
California
$232M +$20.6M 2 0.12% Increased
98
Millennium Management
Millennium Management
New York
$228M -$75.7M 2 0.11% Reduced
99
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$225M -$10.7M 1 0.47% Reduced
100
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$223M -$29M 2 0.44% Reduced