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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
Baird
Baird
Wisconsin
$42.8M +$30.1M 1 0.44% Increased
227
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$42.3M -$254K 1 0.64% Reduced
228
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$42.3M -$28.6M 1 0.32% Reduced
229
SAM
Shell Asset Management
Netherlands
$42M -$2.73M 1 0.73% Reduced
230
Natixis
Natixis
France
$41.7M +$4.26M 1 0.57% Increased
231
Natixis Advisors
Natixis Advisors
Massachusetts
$41.4M +$10.4M 1 0.73% Increased
232
TSU
TD Securities (USA)
New York
$41.1M -$2.73M 1 0.62% Reduced
233
Gofen & Glossberg
Gofen & Glossberg
Illinois
$40.9M -$1.6M 1 1.76% Reduced
234
AQR Capital Management
AQR Capital Management
Connecticut
$40.4M -$33.9M 2 0.09% Reduced
235
Welch & Forbes
Welch & Forbes
Massachusetts
$40.4M -$1.38M 1 1.21% Reduced
236
Nomura Asset Management
Nomura Asset Management
Japan
$40.2M +$3.91M 2 0.72% Increased
237
Comerica Bank
Comerica Bank
Texas
$40M -$48.1M 1 0.34% Reduced
238
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$40M +$4.21M 1 0.31% Increased
239
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$39.7M +$672K 1 0.29% Increased
240
Aperio Group
Aperio Group
California
$39.4M -$2.13M 1 0.44% Reduced
241
Bartlett & Co
Bartlett & Co
Ohio
$38.9M +$1.19M 1 1.93% Increased
242
National Pension Service
National Pension Service
South Korea
$38.9M +$5.53M 1 0.56% Increased
243
Check Capital Management
Check Capital Management
California
$38.6M +$2.32M 1 3.28% Increased
244
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$38.5M -$638K 1 0.53% Reduced
245
PWLP
Prio Wealth Limited Partnership
Massachusetts
$38M +$164K 1 1.88% Increased
246
EC
Eminence Capital
New York
$37.9M +$30.3M 1 0.59% New
247
Todd Asset Management
Todd Asset Management
Kentucky
$37.5M -$184K 1 1.04% Reduced
248
GAI
General American Investors
New York
$37.2M $0 1 3.06% Maintained
249
HighTower Advisors
HighTower Advisors
Illinois
$36.9M +$1.19M 1 0.55% Increased
250
Truist Financial
Truist Financial
North Carolina
$36.2M -$2.33M 1 1.04% Reduced