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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
101
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$144M -$4.97M 2 0.35% Reduced
102
Natixis Advisors
Natixis Advisors
Massachusetts
$144M +$53.1M 2 0.59% Increased
103
Man Group
Man Group
United Kingdom
$143M +$11.3M 2 0.5% Increased
104
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$139M -$4.32M 1 0.52% Reduced
105
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$135M -$21.2M 2 0.21% Reduced
106
Baird Financial Group
Baird Financial Group
Wisconsin
$132M +$17.3M 1 0.34% Increased
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$130M -$21.3M 2 0.27% Reduced
108
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$128M +$24.3M 1 1.45% Increased
109
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$128M -$115K 1 0.28% Reduced
110
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$126M -$4.38M 2 0.27% Reduced
111
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$125M -$1.94M 1 0.31% Reduced
112
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$123M $0 1 3.03% Maintained
113
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$119M +$1.99M 2 0.24% Increased
114
Marshall Wace North America
Marshall Wace North America
New York
$118M -$12M 2 0.5% Reduced
115
DF Dent & Co
DF Dent & Co
Maryland
$114M +$8.15M 1 1.17% Increased
116
Candriam SCA
Candriam SCA
Luxembourg
$114M -$3.83M 2 0.77% Reduced
117
Saturna Capital
Saturna Capital
Washington
$111M +$181K 1 2.23% Increased
118
Canada Life
Canada Life
Manitoba, Canada
$111M +$2.21M 1 0.26% Increased
119
M&T Bank
M&T Bank
New York
$110M -$6.23M 1 0.49% Reduced
120
Holocene Advisors
Holocene Advisors
New York
$107M -$12.4M 2 0.58% Reduced
121
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$107M -$98.8M 2 0.3% Reduced
122
American Century Companies
American Century Companies
Missouri
$105M -$26.2M 2 0.07% Reduced
123
HighTower Advisors
HighTower Advisors
Illinois
$105M +$6.31M 1 0.28% Increased
124
SEI Investments
SEI Investments
Pennsylvania
$102M +$7.76M 2 0.21% Increased
125
LPL Financial
LPL Financial
California
$102M +$4.51M 2 0.1% Increased