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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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$130M +$10.5M 2 0.26% Increased
102
Truist Financial
Truist Financial
North Carolina
$127M +$21.3M 1 0.21% Increased
103
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$127M -$21.3M 1 0.32% Reduced
104
Adage Capital Partners
Adage Capital Partners
Massachusetts
$123M +$4.03M 1 0.28% Increased
105
National Bank of Canada
National Bank of Canada
Quebec, Canada
$121M +$25.9M 2 0.18% Increased
106
Pictet Asset Management
Pictet Asset Management
Switzerland
$119M +$124M 2 0.15% New
107
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$115M -$2.39M 3 0.1% Reduced
108
Waverton Investment Management
Waverton Investment Management
United Kingdom
$114M +$4.18M 1 3.3% Increased
109
Swedbank
Swedbank
Sweden
$112M -$302K 1 0.19% Reduced
110
LPL Financial
LPL Financial
California
$111M +$10.1M 2 0.08% Increased
111
APG Asset Management
APG Asset Management
Netherlands
$109M -$18.7M 1 0.22% Reduced
112
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$106M $0 1 2.57% Maintained
113
Korea Investment Corp
Korea Investment Corp
South Korea
$106M -$11.7M 1 0.31% Reduced
114
Bahl & Gaynor
Bahl & Gaynor
Ohio
$105M -$27.4M 1 0.67% Reduced
115
Panagora Asset Management
Panagora Asset Management
Massachusetts
$105M +$1.61M 1 0.65% Increased
116
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$103M +$4.4M 2 0.19% Increased
117
M&T Bank
M&T Bank
New York
$102M -$1.55M 1 0.41% Reduced
118
DnB Asset Management
DnB Asset Management
Norway
$101M +$25M 1 0.6% Increased
119
Macquarie Group
Macquarie Group
Australia
$100M -$8.29M 2 0.13% Reduced
120
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$96M +$54.2M 1 0.29% Increased
121
Russell Investments Group
Russell Investments Group
United Kingdom
$95.4M -$215K 2 0.19% Reduced
122
Jane Street
Jane Street
New York
$95M +$7.27M 2 0.03% Increased
123
Natixis
Natixis
France
$93.3M +$38.2M 2 0.71% Increased
124
M&G Investment Management
M&G Investment Management
United Kingdom
$92.8M +$67.7M 1 0.41% Increased
125
ING Group
ING Group
Netherlands
$92.2M -$5.73M 1 0.81% Reduced