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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
PDM
Penn Davis McFarland
Texas
$41M -$5.84M 1 9.56% Reduced
227
National Pension Service
National Pension Service
South Korea
$40.9M +$6.31M 1 0.53% Increased
228
AIM
Allen Investment Management
New York
$40.1M +$494K 1 3.81% Increased
229
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$40M +$43.6M 1 1.59% New
230
Korea Investment Corp
Korea Investment Corp
South Korea
$39.8M -$5.06M 1 0.34% Reduced
231
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$39.7M +$3.92M 1 0.32% Increased
232
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$39.7M -$847K 1 0.47% Reduced
233
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$39.6M -$293K 1 0.28% Reduced
234
SoftBank Group
SoftBank Group
Japan
$38.7M $0 1 0.27% Maintained
235
Millennium Management
Millennium Management
New York
$38.7M -$25.9M 2 0.07% Reduced
236
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$38.2M -$16.6K 1 0.58% Reduced
237
Fidelity International
Fidelity International
Bermuda
$38M +$13.3M 1 0.12% Increased
238
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$37.4M -$1.82M 1 1.26% Reduced
239
TPSF
Texas Permanent School Fund
Texas
$37.2M -$1.66M 1 0.43% Reduced
240
Nomura Asset Management
Nomura Asset Management
Japan
$36.8M +$28.1K 2 0.68% Increased
241
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$36.8M +$14.9M 1 0.74% Increased
242
Everett Harris & Co
Everett Harris & Co
California
$36.6M -$14.3M 1 1.28% Reduced
243
Aperio Group
Aperio Group
California
$36.4M +$766K 2 0.38% Increased
244
Great Lakes Advisors
Great Lakes Advisors
Illinois
$35.7M +$7.06M 1 1.09% Increased
245
Welch & Forbes
Welch & Forbes
Massachusetts
$35.6M -$889K 1 1.11% Reduced
246
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$35.4M -$443K 1 0.26% Reduced
247
Bartlett & Co
Bartlett & Co
Ohio
$35.4M +$274K 1 1.77% Increased
248
HighTower Advisors
HighTower Advisors
Illinois
$35M -$3.16M 1 0.56% Reduced
249
Check Capital Management
Check Capital Management
California
$34.2M -$733K 1 3.21% Reduced
250
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$34.1M +$2.4M 1 0.19% Increased