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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
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$207M -$237K 1 1.91% Reduced
102
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$197M +$12.7M 2 0.38% Increased
103
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$197M +$17.1M 2 0.42% Increased
104
Marshall Wace
Marshall Wace
United Kingdom
$194M +$129M 3 0.36% Increased
105
Natixis
Natixis
France
$192M +$105M 2 0.65% Increased
106
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$190M -$1.74M 2 0.25% Reduced
107
Baird Financial Group
Baird Financial Group
Wisconsin
$190M +$2.87M 2 0.44% Increased
108
KBC Group
KBC Group
Belgium
$188M +$62.4M 2 0.62% Increased
109
GQG Partners
GQG Partners
Florida
$177M +$155M 1 0.44% New
110
Waverton Investment Management
Waverton Investment Management
United Kingdom
$175M +$30.7M 1 5.56% Increased
111
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$175M $0 1 3.67% Maintained
112
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$175M +$20.2M 2 0.42% Increased
113
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$174M -$6.04M 1 0.37% Reduced
114
Natixis Advisors
Natixis Advisors
Massachusetts
$172M -$27.1M 2 0.66% Reduced
115
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$170M -$6.53M 2 0.35% Reduced
116
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$167M -$926K 2 0.31% Reduced
117
DF Dent & Co
DF Dent & Co
Maryland
$162M +$286K 1 1.63% Increased
118
HighTower Advisors
HighTower Advisors
Illinois
$157M +$7.36M 1 0.34% Increased
119
M&T Bank
M&T Bank
New York
$157M +$736K 1 0.66% Increased
120
Saturna Capital
Saturna Capital
Washington
$156M +$309K 1 2.8% Increased
121
Canada Life
Canada Life
Manitoba, Canada
$156M +$492K 1 0.32% Increased
122
Allspring Global Investments
Allspring Global Investments
North Carolina
$153M +$134M 2 0.17% New
123
Voloridge Investment Management
Voloridge Investment Management
Florida
$149M +$93M 2 0.81% Increased
124
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$146M -$44M 1 0.51% Reduced
125
AQR Capital Management
AQR Capital Management
Connecticut
$145M -$95.7M 2 0.26% Reduced