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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
Natixis Advisors
Natixis Advisors
Massachusetts
$236M +$1.36M 1 0.33% Increased
77
Federated Hermes
Federated Hermes
Pennsylvania
$235M +$12.7M 1 0.39% Increased
78
Canada Life
Canada Life
Manitoba, Canada
$233M -$31.6M 1 0.41% Reduced
79
SG Americas Securities
SG Americas Securities
New York
$232M +$137M 3 0.3% Increased
80
KBC Group
KBC Group
Belgium
$229M +$27.2M 2 0.52% Increased
81
Principal Financial Group
Principal Financial Group
Iowa
$223M +$5.56M 1 0.11% Increased
82
HighTower Advisors
HighTower Advisors
Illinois
$223M -$5.8M 1 0.24% Reduced
83
Stifel Financial
Stifel Financial
Missouri
$222M -$6.5M 2 0.2% Reduced
84
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$221M -$7.27M 3 0.29% Reduced
85
Man Group
Man Group
United Kingdom
$218M -$59.5M 2 0.37% Reduced
86
SEI Investments
SEI Investments
Pennsylvania
$217M +$19.1M 2 0.21% Increased
87
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$214M +$25.7M 2 0.38% Increased
88
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$214M +$58.8M 1 0.24% Increased
89
US Bancorp
US Bancorp
Minnesota
$207M -$5.29M 2 0.24% Reduced
90
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$206M +$34M 2 0.57% Increased
91
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$199M +$65.6M 2 0.38% Increased
92
Appaloosa LP
Appaloosa LP
New Jersey
$196M -$17.1M 1 2.83% Reduced
93
Fisher Asset Management
Fisher Asset Management
Washington
$194M -$9.28M 1 0.07% Reduced
94
Bessemer Group
Bessemer Group
New Jersey
$192M -$9.15M 2 0.29% Reduced
95
Royal London Asset Management
Royal London Asset Management
United Kingdom
$179M +$92.4M 1 0.38% Increased
96
Railway Pension Investments
Railway Pension Investments
United Kingdom
$179M +$149M 1 2.1% Increased
97
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$178M +$40M 1 0.26% Increased
98
DnB Asset Management
DnB Asset Management
Norway
$177M +$68.4M 2 0.62% Increased
99
Truist Financial
Truist Financial
North Carolina
$177M +$4.88M 1 0.24% Increased
100
Epoch Investment Partners
Epoch Investment Partners
New York
$176M -$22.8M 1 1% Reduced