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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
Millennium Management
Millennium Management
New York
$135M +$114M 3 0.06% Increased
102
Natixis Advisors
Natixis Advisors
Massachusetts
$131M -$52.2M 1 0.18% Reduced
103
Truist Financial
Truist Financial
North Carolina
$131M -$2.52M 1 0.18% Reduced
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$129M +$8.54M 1 0.21% Increased
105
National Bank of Canada
National Bank of Canada
Quebec, Canada
$128M -$124M 1 0.11% Reduced
106
Douglas Lane & Associates
Douglas Lane & Associates
New York
$126M -$88.6K 1 1.81% Reduced
107
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$123M $0 1 2.48% Maintained
108
Adage Capital Partners
Adage Capital Partners
Massachusetts
$123M +$2.53M 1 0.19% Increased
109
Railway Pension Investments
Railway Pension Investments
United Kingdom
$121M -$15.3M 1 1.73% Reduced
110
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$121M -$1.95M 2 0.23% Reduced
111
Aviva
Aviva
United Kingdom
$121M +$4.16M 1 0.2% Increased
112
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$121M +$104M 3 0.28% Increased
113
Nordea Investment Management
Nordea Investment Management
Sweden
$119M -$5.77M 1 0.11% Reduced
114
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$118M -$2.25M 2 0.07% Reduced
115
Cullen Capital Management
Cullen Capital Management
New York
$116M +$4.98M 1 1.18% Increased
116
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$115M -$5.05M 1 0.23% Reduced
117
Holocene Advisors
Holocene Advisors
New York
$112M +$127M 2 0.27% New
118
Aberdeen Group
Aberdeen Group
United Kingdom
$111M +$638K 1 0.18% Increased
119
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$110M +$41.1M 2 0.37% Increased
120
Epoch Investment Partners
Epoch Investment Partners
New York
$105M -$31.6M 1 0.63% Reduced
121
M&T Bank
M&T Bank
New York
$103M -$3.09M 1 0.34% Reduced
122
NSLI
Nan Shan Life Insurance
Taiwan
$103M $0 1 3.72% Maintained
123
Prudential Financial
Prudential Financial
New Jersey
$101M +$21.3M 3 0.12% Increased
124
Jones Financial Companies
Jones Financial Companies
Missouri
$101M +$85.3M 4 0.05% Increased
125
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$97.7M +$5.03M 1 0.31% Increased