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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
CIBC World Markets
CIBC World Markets
New York
$55.9M -$33.2M 1 0.37% Reduced
227
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$55.4M +$1.16M 1 0.41% Increased
228
Candriam SCA
Candriam SCA
Luxembourg
$55.3M +$10.5M 1 0.35% Increased
229
Arizona State Retirement System
Arizona State Retirement System
Arizona
$54.8M +$1.05M 2 0.38% Increased
230
OA
Oak Associates
Ohio
$54.7M -$216K 2 3.79% Reduced
231
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$54.5M +$155K 1 0.29% Increased
232
MML Investors Services
MML Investors Services
Massachusetts
$54.1M -$1.36M 1 0.22% Reduced
233
Meyer Handelman Company
Meyer Handelman Company
New York
$52.7M -$504K 1 1.85% Reduced
234
R.M. Davis Inc
R.M. Davis Inc
Maine
$52.4M -$1.8M 1 1.1% Reduced
235
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$52.4M +$6.75M 1 1% Increased
236
Federated Hermes
Federated Hermes
Pennsylvania
$52.2M +$42.6M 1 0.12% Increased
237
MetLife Investment Management
MetLife Investment Management
New Jersey
$52.1M -$1.36M 2 0.35% Reduced
238
Quadrature Capital
Quadrature Capital
United Kingdom
$51.8M +$45.9M 2 0.89% Increased
239
PineBridge Investments
PineBridge Investments
New York
$51.8M +$12.1M 1 0.41% Increased
240
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$51.5M -$711K 1 0.57% Reduced
241
Kodai Capital Management
Kodai Capital Management
Illinois
$51.3M -$30.1M 1 1.2% Reduced
242
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$50.9M -$1.72M 1 0.58% Reduced
243
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$50.3M -$1.9M 1 0.32% Reduced
244
QRG Capital Management
QRG Capital Management
Illinois
$50.1M +$2.58M 1 0.64% Increased
245
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$50M -$43K 1 1.09% Reduced
246
Becker Capital Management
Becker Capital Management
Oregon
$49.9M -$323K 1 1.72% Reduced
247
OFI Invest Asset Management
OFI Invest Asset Management
France
$49.7M +$8.04M 2 1.35% Increased
248
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$49.5M +$45.2M 1 0.45% New
249
BAM
Berkshire Asset Management
Pennsylvania
$49.2M -$352K 1 2.61% Reduced
250
Första AP-fonden
Första AP-fonden
Sweden
$49.1M +$3.68M 1 0.42% Increased