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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
Russell Investments Group
Russell Investments Group
United Kingdom
$181M +$8.55M 2 0.29% Increased
102
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$180M -$35.4M 1 0.47% Reduced
103
LPL Financial
LPL Financial
California
$179M +$4.43M 2 0.1% Increased
104
Adage Capital Partners
Adage Capital Partners
Massachusetts
$179M -$3.97M 1 0.34% Reduced
105
DZ Bank
DZ Bank
Germany
$178M -$46.3M 1 0.19% Reduced
106
Swedbank
Swedbank
Sweden
$175M +$2.75M 1 0.25% Increased
107
Epoch Investment Partners
Epoch Investment Partners
New York
$174M +$27M 1 0.77% Increased
108
American Century Companies
American Century Companies
Missouri
$174M +$35.3M 2 0.11% Increased
109
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$173M +$1.11M 2 0.12% Increased
110
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$173M +$41.6M 3 0.03% Increased
111
Truist Financial
Truist Financial
North Carolina
$172M -$2.87M 2 0.26% Reduced
112
Danske Bank
Danske Bank
Denmark
$169M +$154M 1 0.53% New
113
Appaloosa LP
Appaloosa LP
New Jersey
$168M -$1.55M 1 2.48% Reduced
114
Natixis
Natixis
France
$167M +$79.7M 2 0.87% Increased
115
Jane Street
Jane Street
New York
$165M -$38.9M 2 0.03% Reduced
116
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$163M +$14.2M 2 0.38% Increased
117
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$162M $0 1 3.57% Maintained
118
Nordea Investment Management
Nordea Investment Management
Sweden
$157M -$84.6M 1 0.19% Reduced
119
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$157M +$18.8M 1 0.18% Increased
120
Macquarie Group
Macquarie Group
Australia
$155M +$32.8M 2 0.18% Increased
121
M&T Bank
M&T Bank
New York
$153M -$1.01M 1 0.53% Reduced
122
Natixis Advisors
Natixis Advisors
Massachusetts
$152M +$15.6M 2 0.35% Increased
123
Bahl & Gaynor
Bahl & Gaynor
Ohio
$147M -$2.69M 1 0.82% Reduced
124
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$146M -$7.25M 1 0.22% Reduced
125
APG Asset Management
APG Asset Management
Netherlands
$146M -$15.7M 1 0.26% Reduced