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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
Tocqueville Asset Management
Tocqueville Asset Management
New York
$52.9M +$940K 1 0.59% Increased
227
EA
Euclid Advisors
Connecticut
$52.4M +$2.98M 1 0.38% Increased
228
Comerica Bank
Comerica Bank
Texas
$52.3M -$2.66M 1 0.46% Reduced
229
First Trust Advisors
First Trust Advisors
Illinois
$51.9M +$3.57M 1 0.2% Increased
230
Seizert Capital Partners
Seizert Capital Partners
Michigan
$50.8M +$22.1M 1 1.02% Increased
231
TPSF
Texas Permanent School Fund
Texas
$48.7M -$4.03M 1 0.55% Reduced
232
FQ
First Quadrant
California
$48.1M +$1.97M 1 1.08% Increased
233
LSV Asset Management
LSV Asset Management
Illinois
$47.2M +$3.32M 1 0.1% Increased
234
H
Hexavest
Quebec, Canada
$47.2M +$90.4K 1 0.72% Increased
235
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$46.8M +$4.39M 1 0.63% Increased
236
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$46.8M +$812K 1 1.57% Increased
237
Gofen & Glossberg
Gofen & Glossberg
Illinois
$46.2M +$30.7K 1 2.04% Increased
238
SoftBank Group
SoftBank Group
Japan
$46.2M $0 1 0.23% Maintained
239
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$46.2M -$1.36M 1 0.3% Reduced
240
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$46.1M -$8.24M 2 0.76% Reduced
241
Welch & Forbes
Welch & Forbes
Massachusetts
$45.2M +$606K 1 1.38% Increased
242
1919 Investment Counsel
1919 Investment Counsel
Maryland
$44.9M -$7.01M 1 0.92% Reduced
243
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$44.5M -$474K 2 0.58% Reduced
244
HighTower Advisors
HighTower Advisors
Illinois
$44.1M +$5.52M 1 0.74% Increased
245
TSU
TD Securities (USA)
New York
$43.8M -$290K 1 0.71% Reduced
246
Los Angeles Capital Management
Los Angeles Capital Management
California
$43.8M -$1.62M 1 0.53% Reduced
247
RCM
Riverhead Capital Management
Delaware
$43.3M +$9.08M 1 0.75% Increased
248
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$43.2M -$375K 1 0.61% Reduced
249
Highbridge Capital Management
Highbridge Capital Management
New York
$43M -$7.41M 1 0.57% Reduced
250
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$42.9M +$7.98M 1 0.32% Increased