← All themes Artificial Intelligence

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
Stifel Financial
Stifel Financial
Missouri
$246M -$5.92M 2 0.26% Reduced
77
National Bank of Canada
National Bank of Canada
Quebec, Canada
$242M -$20.2M 2 0.26% Reduced
78
Federated Hermes
Federated Hermes
Pennsylvania
$242M +$89.6M 1 0.53% Increased
79
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$239M +$8.92M 2 0.21% Increased
80
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$239M +$13.2M 2 0.5% Increased
81
KBC Group
KBC Group
Belgium
$237M +$114M 2 0.65% Increased
82
Waverton Investment Management
Waverton Investment Management
United Kingdom
$236M +$15.1M 1 3.77% Increased
83
Canada Life
Canada Life
Manitoba, Canada
$231M +$6.23M 1 0.4% Increased
84
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$227M -$80.3M 1 0.07% Reduced
85
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$219M +$612K 2 0.29% Increased
86
Principal Financial Group
Principal Financial Group
Iowa
$218M +$67.2K 2 0.12% Increased
87
Capital Research Global Investors
Capital Research Global Investors
California
$217M +$194M 1 0.04% Increased
88
LPL Financial
LPL Financial
California
$212M +$14.6M 2 0.09% Increased
89
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$205M +$218M 2 0.4% New
90
Swedbank
Swedbank
Sweden
$203M +$1.06M 1 0.25% Increased
91
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$203M -$55.8M 1 0.38% Reduced
92
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$203M +$2.17M 1 1.96% Increased
93
US Bancorp
US Bancorp
Minnesota
$202M +$1.76M 2 0.26% Increased
94
HighTower Advisors
HighTower Advisors
Illinois
$200M +$915K 1 0.27% Increased
95
Fidelity International
Fidelity International
Bermuda
$196M -$30M 1 0.18% Reduced
96
Coatue Management
Coatue Management
New York
$189M $0 1 0.64% Maintained
97
Russell Investments Group
Russell Investments Group
United Kingdom
$184M +$3.08M 2 0.25% Increased
98
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$182M -$10.8M 2 0.82% Reduced
99
MIHAS
Maj Invest Holding A/S
Denmark
$181M -$27.9M 1 5.94% Reduced
100
Epoch Investment Partners
Epoch Investment Partners
New York
$177M +$6.95M 1 0.86% Increased