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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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$125M -$176M 1 0.27% Reduced
127
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$125M +$28.2M 1 0.4% Increased
128
M&G plc
M&G plc
United Kingdom
$124M -$21.4M 1 0.69% Reduced
129
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$122M +$16.6M 2 0.27% Increased
130
Bridgewater Associates
Bridgewater Associates
Connecticut
$122M -$48M 1 0.49% Reduced
131
NSLI
Nan Shan Life Insurance
Taiwan
$120M +$294K 1 2.67% Increased
132
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$119M +$12.5M 2 0.2% Increased
133
CIBC World Markets
CIBC World Markets
New York
$117M +$12M 2 0.74% Increased
134
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$117M +$1M 1 4.99% Increased
135
Smead Capital Management
Smead Capital Management
Arizona
$115M +$16M 1 2.3% Increased
136
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$114M +$59M 1 0.8% Increased
137
Storebrand Asset Management
Storebrand Asset Management
Norway
$113M -$1.53M 1 0.33% Reduced
138
Baird Financial Group
Baird Financial Group
Wisconsin
$105M -$15.6M 1 0.18% Reduced
139
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$105M -$4.31M 2 0.27% Reduced
140
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$105M -$1.43M 1 0.37% Reduced
141
AssetMark Inc
AssetMark Inc
California
$104M +$11.3M 1 0.25% Increased
142
Jane Street
Jane Street
New York
$101M -$129M 3 0.02% Reduced
143
Citadel Advisors
Citadel Advisors
Florida
$100M +$24.2M 4 0.02% Increased
144
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$98.9M -$39.4M 2 0.19% Reduced
145
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$98.8M +$2.09M 2 0.43% Increased
146
Zacks Investment Management
Zacks Investment Management
Illinois
$98.7M +$10.1M 1 0.84% Increased
147
Corient Private Wealth
Corient Private Wealth
Florida
$97.5M -$4.36M 1 0.13% Reduced
148
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$96.8M -$2.73M 4 0.13% Reduced
149
DZ Bank
DZ Bank
Germany
$96.6M -$13.7M 1 0.1% Reduced
150
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$95.9M -$5.91M 2 0.23% Reduced