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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
Canada Life
Canada Life
Manitoba, Canada
$250M +$25.2M 1 0.44% Increased
77
Fidelity International
Fidelity International
Bermuda
$248M -$76.1M 1 0.22% Reduced
78
Waverton Investment Management
Waverton Investment Management
United Kingdom
$246M +$16.2M 1 4.04% Increased
79
ProShare Advisors
ProShare Advisors
Maryland
$245M -$229M 2 0.6% Reduced
80
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$243M -$8.07M 2 0.55% Reduced
81
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$242M -$16.5M 2 0.33% Reduced
82
Principal Financial Group
Principal Financial Group
Iowa
$241M +$12.1M 1 0.13% Increased
83
MIHAS
Maj Invest Holding A/S
Denmark
$229M +$238M 1 6.08% New
84
Nordea Investment Management
Nordea Investment Management
Sweden
$224M +$16.9M 1 0.25% Increased
85
Swedbank
Swedbank
Sweden
$223M -$47.7M 1 0.28% Reduced
86
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$222M +$868K 1 2.09% Increased
87
US Bancorp
US Bancorp
Minnesota
$222M -$747K 2 0.29% Reduced
88
HighTower Advisors
HighTower Advisors
Illinois
$221M +$16.1M 1 0.32% Increased
89
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$221M +$424K 2 0.19% Increased
90
Man Group
Man Group
United Kingdom
$221M -$120M 2 0.58% Reduced
91
LPL Financial
LPL Financial
California
$219M +$21.8M 2 0.1% Increased
92
Bessemer Group
Bessemer Group
New Jersey
$219M +$563K 2 0.36% Increased
93
Millennium Management
Millennium Management
New York
$218M +$10.4M 2 0.1% Increased
94
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$212M +$45.2M 2 0.98% Increased
95
Coatue Management
Coatue Management
New York
$209M -$709M 1 0.78% Reduced
96
Los Angeles Capital Management
Los Angeles Capital Management
California
$201M +$202K 1 0.81% Increased
97
Russell Investments Group
Russell Investments Group
United Kingdom
$199M +$26.9M 2 0.29% Increased
98
Douglas Lane & Associates
Douglas Lane & Associates
New York
$193M -$7.8M 1 2.65% Reduced
99
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$191M +$8.6M 1 0.43% Increased
100
American Century Companies
American Century Companies
Missouri
$189M +$10.6M 1 0.11% Increased