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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
Truist Financial
Truist Financial
North Carolina
$166M -$174K 1 0.24% Reduced
102
Andra AP-fonden
Andra AP-fonden
Sweden
$166M +$49.2M 1 2.31% Increased
103
Aberdeen Group
Aberdeen Group
United Kingdom
$165M +$9.3M 1 0.28% Increased
104
Douglas Lane & Associates
Douglas Lane & Associates
New York
$163M -$9.47M 1 2.37% Reduced
105
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$161M +$447K 1 0.34% Increased
106
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$159M -$102M 2 0.35% Reduced
107
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$158M +$1.37M 2 0.55% Increased
108
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$152M $0 1 3.23% Maintained
109
Adage Capital Partners
Adage Capital Partners
Massachusetts
$152M -$4.96M 1 0.26% Reduced
110
Bessemer Group
Bessemer Group
New Jersey
$151M +$30.9M 1 0.25% Increased
111
Neuberger Berman Group
Neuberger Berman Group
New York
$150M -$88.9M 2 0.12% Reduced
112
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$149M -$3.19M 2 0.1% Reduced
113
Panagora Asset Management
Panagora Asset Management
Massachusetts
$149M +$64.9M 1 0.67% Increased
114
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$149M -$2.32M 1 1.47% Reduced
115
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$142M +$45.1M 2 0.24% Increased
116
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$141M -$894K 1 0.3% Reduced
117
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$138M -$30.5M 2 0.6% Reduced
118
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$137M +$69.8M 2 0.18% Increased
119
M&T Bank
M&T Bank
New York
$135M -$4.95M 1 0.47% Reduced
120
Korea Investment Corp
Korea Investment Corp
South Korea
$135M +$11M 1 0.3% Increased
121
Pictet Asset Management
Pictet Asset Management
Switzerland
$134M -$22.9M 2 0.14% Reduced
122
Guggenheim Capital
Guggenheim Capital
Illinois
$133M +$7.19M 1 1.05% Increased
123
Aviva
Aviva
United Kingdom
$132M +$7.47M 1 0.27% Increased
124
American Century Companies
American Century Companies
Missouri
$130M -$12M 1 0.07% Reduced
125
Waverton Investment Management
Waverton Investment Management
United Kingdom
$127M -$119M 1 1.74% Reduced