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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
126
TEC
Tensor Edge Capital
Massachusetts
$147M +$149M 1 9.78% New
127
NEOS Investment Management
NEOS Investment Management
Connecticut
$147M +$11.7M 1 0.54% Increased
128
M&T Bank
M&T Bank
New York
$145M -$2.86M 1 0.43% Reduced
129
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$144M -$41.7M 1 0.2% Reduced
130
Natixis Advisors
Natixis Advisors
Massachusetts
$142M -$47M 1 0.16% Reduced
131
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$142M +$138M 1 0.37% Increased
132
KBC Group
KBC Group
Belgium
$141M -$184M 2 0.3% Reduced
133
Altshuler Shaham
Altshuler Shaham
Israel
$140M +$1.78M 1 1.74% Increased
134
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$140M +$105M 1 0.36% Increased
135
Acadian Asset Management
Acadian Asset Management
Massachusetts
$138M -$81.9M 2 0.16% Reduced
136
DZ Bank
DZ Bank
Germany
$136M +$32.3M 1 0.1% Increased
137
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$133M +$26.7M 1 0.36% Increased
138
APG Asset Management
APG Asset Management
Netherlands
$132M +$46.3M 1 0.33% Increased
139
Jones Financial Companies
Jones Financial Companies
Missouri
$131M -$19.5M 4 0.05% Reduced
140
Korea Investment Corp
Korea Investment Corp
South Korea
$130M -$1.88M 1 0.25% Reduced
141
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$129M +$82.3M 1 0.18% Increased
142
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$128M +$130M 1 0.54% New
143
HighTower Advisors
HighTower Advisors
Illinois
$128M -$99.5M 1 0.12% Reduced
144
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$126M -$14.3M 1 0.32% Reduced
145
Bessemer Group
Bessemer Group
New Jersey
$126M +$120M 1 0.17% Increased
146
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$125M -$15.1M 1 0.33% Reduced
147
NSLI
Nan Shan Life Insurance
Taiwan
$119M -$28.7M 1 3.73% Reduced
148
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$119M -$9.13M 1 0.3% Reduced
149
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$119M -$966K 1 0.36% Reduced
150
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$118M +$9.69M 2 0.19% Increased