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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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$165M -$6.56M 1 0.23% Reduced
127
DZ Bank
DZ Bank
Germany
$163M -$43.9M 1 0.17% Reduced
128
SEI Investments
SEI Investments
Pennsylvania
$163M +$21.8M 2 0.23% Increased
129
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$162M +$16.3M 1 0.32% Increased
130
ING Group
ING Group
Netherlands
$162M -$61.7M 1 0.96% Reduced
131
Guggenheim Capital
Guggenheim Capital
Illinois
$161M -$496K 2 1.14% Reduced
132
Citadel Advisors
Citadel Advisors
Florida
$160M -$173M 2 0.03% Reduced
133
Danske Bank
Danske Bank
Denmark
$160M -$36.6M 1 0.59% Reduced
134
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$157M -$3.19M 2 0.29% Reduced
135
Two Sigma Advisers
Two Sigma Advisers
New York
$154M -$305M 2 0.34% Reduced
136
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$154M -$67.3M 1 3.29% Reduced
137
APG Asset Management
APG Asset Management
Netherlands
$152M -$21.5M 1 0.27% Reduced
138
Storebrand Asset Management
Storebrand Asset Management
Norway
$148M +$7.62M 1 0.49% Increased
139
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$146M -$61.6M 1 0.39% Reduced
140
Aberdeen Group
Aberdeen Group
United Kingdom
$145M +$23.6M 1 0.28% Increased
141
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$144M -$5.31M 1 0.56% Reduced
142
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$144M -$5.98M 1 6.6% Reduced
143
M&G plc
M&G plc
United Kingdom
$142M -$9.62M 1 0.56% Reduced
144
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$140M +$5.55M 2 0.46% Increased
145
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$140M -$280M 2 0.7% Reduced
146
Pictet Asset Management
Pictet Asset Management
Switzerland
$140M +$3.67M 2 0.16% Increased
147
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$139M +$132M 1 0.66% New
148
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$138M +$129M 2 0.12% Increased
149
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$138M -$5.74M 1 0.22% Reduced
150
Corient Private Wealth
Corient Private Wealth
Florida
$137M +$1M 1 0.24% Increased