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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
Adage Capital Partners
Adage Capital Partners
Massachusetts
$128M -$4.77M 1 0.28% Reduced
102
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$126M -$3.3M 3 0.11% Reduced
103
Korea Investment Corp
Korea Investment Corp
South Korea
$126M -$4M 1 0.35% Reduced
104
APG Asset Management
APG Asset Management
Netherlands
$125M -$5.2M 1 0.25% Reduced
105
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$123M +$59.9M 1 0.45% Increased
106
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$121M +$4.25M 2 0.27% Increased
107
Swedbank
Swedbank
Sweden
$120M -$34M 1 0.2% Reduced
108
Waverton Investment Management
Waverton Investment Management
United Kingdom
$118M +$14.5M 1 3.35% Increased
109
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$116M +$21.3M 1 0.3% Increased
110
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$115M -$67.3M 3 0.02% Reduced
111
Truist Financial
Truist Financial
North Carolina
$114M -$31.5M 1 0.19% Reduced
112
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$114M $0 1 2.61% Maintained
113
AQR Capital Management
AQR Capital Management
Connecticut
$114M -$15.9M 2 0.24% Reduced
114
Point72 Asset Management
Point72 Asset Management
Connecticut
$112M +$93M 1 0.33% Increased
115
Panagora Asset Management
Panagora Asset Management
Massachusetts
$111M -$422K 1 0.65% Reduced
116
M&T Bank
M&T Bank
New York
$111M +$869K 1 0.41% Increased
117
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$110M -$8.58M 1 0.29% Reduced
118
LPL Financial
LPL Financial
California
$109M +$11M 2 0.08% Increased
119
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$106M +$5.06M 2 0.19% Increased
120
ING Group
ING Group
Netherlands
$105M -$4.81M 1 0.79% Reduced
121
National Bank of Canada
National Bank of Canada
Quebec, Canada
$104M +$71.1M 2 0.19% Increased
122
Russell Investments Group
Russell Investments Group
United Kingdom
$103M +$37.8M 2 0.2% Increased
123
Baird Financial Group
Baird Financial Group
Wisconsin
$102M -$3.97M 1 0.27% Reduced
124
KBC Group
KBC Group
Belgium
$99.9M -$7.35M 2 0.41% Reduced
125
AssetMark Inc
AssetMark Inc
California
$99M -$7.28M 1 0.39% Reduced