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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
251
DnB Asset Management
DnB Asset Management
Norway
$56.9M -$184M 2 0.16% Reduced
252
Resona Asset Management
Resona Asset Management
Japan
$56.5M -$5.08M 1 0.27% Reduced
253
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$56.2M -$5.55M 1 0.25% Reduced
254
TC
Tairen Capital
Hong Kong
$56.1M +$56.8M 1 4.96% New
255
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$56M +$812K 1 0.56% Increased
256
VOYA Investment Management
VOYA Investment Management
Georgia
$55.8M -$12.1M 2 0.05% Reduced
257
BAM
Berkshire Asset Management
Pennsylvania
$55.7M +$73.3K 1 2.19% Increased
258
Arizona State Retirement System
Arizona State Retirement System
Arizona
$55.7M +$919K 2 0.28% Increased
259
SI
Sora Investors
Pennsylvania
$55.5M +$50.3M 2 4.26% Increased
260
Czech National Bank
Czech National Bank
Czech Republic
$55.4M +$1.76M 1 0.3% Increased
261
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$54.2M +$3.69M 1 0.34% Increased
262
Empowered Funds
Empowered Funds
Pennsylvania
$53.6M -$22.8M 1 0.28% Reduced
263
&Partners
&Partners
Tennessee
$53.2M -$864K 1 0.22% Reduced
264
Rockefeller Capital Management
Rockefeller Capital Management
New York
$52.8M -$6.71M 2 0.08% Reduced
265
Becker Capital Management
Becker Capital Management
Oregon
$52.8M -$2.71M 1 1.42% Reduced
266
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$52.6M +$6.63M 1 0.69% Increased
267
Woodline Partners
Woodline Partners
California
$52.5M -$3.9M 1 0.16% Reduced
268
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$52.2M +$3.43M 2 0.16% Increased
269
Two Sigma Investments
Two Sigma Investments
New York
$52.2M +$42.2M 3 0.04% Increased
270
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$52M -$8.89M 1 0.47% Reduced
271
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$52M +$52.6M 1 1.48% New
272
SFG
Sather Financial Group
Texas
$50.9M -$17.7M 1 2.92% Reduced
273
Life Cycle Investment Partners
Life Cycle Investment Partners
$50.5M +$51.1M 1 0.24% New
274
CCM
Compass Capital Management
Minnesota
$49.6M -$16.1M 1 2.99% Reduced
275
TCTC Holdings
TCTC Holdings
Texas
$48.9M -$289K 1 1.28% Reduced