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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
Franklin Resources
Franklin Resources
California
$26.7M +$11.1M 1 0.01% Increased
227
Macquarie Group
Macquarie Group
Australia
$26.5M -$11.6M 2 0.04% Reduced
228
Aviva
Aviva
United Kingdom
$26.2M -$657K 2 0.16% Reduced
229
WBC
Westpac Banking Corp
Australia
$26M +$10.7M 1 0.33% Increased
230
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$25.4M +$134K 1 0.39% Increased
231
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$25.3M +$7.91M 1 0.19% Increased
232
Robeco Schweiz
Robeco Schweiz
Switzerland
$25.1M -$10M 1 0.94% Reduced
233
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$25M +$698K 1 0.02% Increased
234
PDM
Penn Davis McFarland
Texas
$25M -$346K 1 7.4% Reduced
235
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$24.6M -$381K 2 0.42% Reduced
236
Nordea Investment Management
Nordea Investment Management
Sweden
$24.4M +$840K 1 0.05% Increased
237
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.4M +$23K 1 0.33% Increased
238
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$24.4M -$1.35M 1 0.2% Reduced
239
Capital International Inc
Capital International Inc
California
$24.2M -$697K 1 0.34% Reduced
240
MAI Capital Management
MAI Capital Management
Ohio
$23.9M +$260K 1 0.78% Increased
241
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$23.8M +$4.46M 2 0.31% Increased
242
Arizona State Retirement System
Arizona State Retirement System
Arizona
$23.5M -$1.53M 1 0.28% Reduced
243
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$23.2M -$1.36M 1 1.12% Reduced
244
TI
Think Investments
California
$23M -$5.65M 1 8.59% Reduced
245
SFA
Spectrum Financial Alliance
Kentucky
$22.8M -$221K 1 13.23% Reduced
246
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$22.6M +$1.52M 2 0.18% Increased
247
PEAK6 Investments
PEAK6 Investments
Illinois
$22.4M +$14.2M 2 0.12% Increased
248
Advisors Capital Management
Advisors Capital Management
New Jersey
$22.2M +$16.1M 1 1.04% Increased
249
Comerica Bank
Comerica Bank
Texas
$22.2M -$998K 2 0.17% Reduced
250
Profund Advisors
Profund Advisors
Maryland
$22M +$7.68M 1 0.96% Increased