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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
SEI Investments
SEI Investments
Pennsylvania
$166M +$38.1M 2 0.21% Increased
102
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$165M +$26.4M 3 0.03% Increased
103
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$165M -$17.1M 2 0.81% Reduced
104
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$165M +$101K 2 0.33% Increased
105
Two Sigma Investments
Two Sigma Investments
New York
$164M -$86.7M 3 0.35% Reduced
106
Truist Financial
Truist Financial
North Carolina
$160M +$2.04M 1 0.26% Increased
107
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$155M -$7.38M 1 0.36% Reduced
108
Pictet Asset Management
Pictet Asset Management
Switzerland
$153M +$34.4M 2 0.17% Increased
109
Adage Capital Partners
Adage Capital Partners
Massachusetts
$152M -$8.17M 1 0.28% Reduced
110
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$147M -$389K 3 0.08% Reduced
111
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$147M $0 1 3.28% Maintained
112
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$146M +$17.6M 2 0.6% Increased
113
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$146M -$60.1M 1 1.52% Reduced
114
Danske Bank
Danske Bank
Denmark
$146M +$9.67M 2 0.45% Increased
115
Aberdeen Group
Aberdeen Group
United Kingdom
$145M +$71.8M 1 0.28% Increased
116
M&G plc
M&G plc
United Kingdom
$143M -$2.76M 1 0.68% Reduced
117
American Century Companies
American Century Companies
Missouri
$138M -$14.8M 1 0.08% Reduced
118
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$137M +$8.19M 1 0.34% Increased
119
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$136M +$91.3M 1 0.29% Increased
120
M&T Bank
M&T Bank
New York
$136M -$3.25M 1 0.49% Reduced
121
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$131M +$4.31M 2 0.38% Increased
122
Los Angeles Capital Management
Los Angeles Capital Management
California
$124M +$47.3M 2 0.55% Increased
123
Bahl & Gaynor
Bahl & Gaynor
Ohio
$121M -$10.7M 1 0.62% Reduced
124
Guggenheim Capital
Guggenheim Capital
Illinois
$120M -$7.17M 2 1.11% Reduced
125
Squarepoint
Squarepoint
New York
$119M +$107M 2 0.14% Increased