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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
226
PAM
Private Asset Management
California
$61.3M -$1.18M 1 10.34% Reduced
227
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$60.9M +$57.3M 1 0.52% New
228
ProShare Advisors
ProShare Advisors
Maryland
$60.7M +$6.27M 3 0.76% Increased
229
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$60.1M +$315K 1 0.89% Increased
230
CC
Carlson Capital
Texas
$59.7M -$4.96M 1 0.69% Reduced
231
Sentry Investments
Sentry Investments
Ontario, Canada
$59.5M +$36.1M 1 0.84% Increased
232
TPSF
Texas Permanent School Fund
Texas
$58.5M -$3.03M 1 0.6% Reduced
233
AL
AJO LP
Pennsylvania
$57.7M +$1.51M 1 0.25% Increased
234
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$57.2M -$11.6M 1 0.43% Reduced
235
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$56.7M +$826K 1 1.07% Increased
236
KBC Group
KBC Group
Belgium
$56.4M +$16.4M 1 0.89% Increased
237
RCP
RIT Capital Partners
United Kingdom
$55.7M -$6.33M 1 25.97% Reduced
238
Wedge Capital Management
Wedge Capital Management
North Carolina
$55.6M +$52.8M 2 0.58% Increased
239
SM
Seminole Management
New York
$55.5M +$1.48M 1 2.66% Increased
240
1919 Investment Counsel
1919 Investment Counsel
Maryland
$55.1M -$1.44M 1 1.13% Reduced
241
KCM
Kames Capital Management
United Kingdom
$54M +$47.1M 1 1.71% Increased
242
Neuberger Berman Group
Neuberger Berman Group
New York
$52.4M +$4.87M 1 0.05% Increased
243
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$51.6M -$677K 2 0.68% Reduced
244
Tocqueville Asset Management
Tocqueville Asset Management
New York
$49.4M -$1.45M 1 0.65% Reduced
245
GAI
General American Investors
New York
$49.4M -$5.56M 1 4.13% Reduced
246
LCM
Lakewood Capital Management
New York
$49.4M -$8.43M 1 3.76% Reduced
247
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$48.8M -$693K 1 0.31% Reduced
248
SoftBank Group
SoftBank Group
Japan
$48.7M $0 1 0.17% Maintained
249
FQ
First Quadrant
California
$48.7M +$13.6M 1 1.1% Increased
250
H
Hexavest
Quebec, Canada
$48.7M +$46.5M 1 0.76% New