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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
326
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.4M +$17.3M 1 0.09% Increased
327
Mizuho Markets Americas
Mizuho Markets Americas
New York
$27.4M +$21.3M 1 0.49% Increased
328
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$27.4M -$377K 1 0.99% Reduced
329
ClearBridge Investments
ClearBridge Investments
New York
$27.3M +$876K 1 0.02% Increased
330
Empowered Funds
Empowered Funds
Pennsylvania
$27.2M +$8.9M 2 0.4% Increased
331
CI Investments Inc
CI Investments Inc
Ontario, Canada
$27.1M +$1.66M 1 0.1% Increased
332
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$26.8M +$763K 1 0.47% Increased
333
MAA
Matrix Asset Advisors
New York
$26.8M +$1.08M 1 2.92% Increased
334
Destination Wealth Management
Destination Wealth Management
California
$26.6M +$203K 1 0.83% Increased
335
Woodline Partners
Woodline Partners
California
$26.4M +$23.8M 2 0.18% Increased
336
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$26.3M +$2.96M 1 0.37% Increased
337
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$26.2M -$184K 1 0.75% Reduced
338
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$26.1M +$9M 1 0.22% Increased
339
Grimes & Company
Grimes & Company
Massachusetts
$26M +$536K 1 0.75% Increased
340
GIP
Greatmark Investment Partners
Georgia
$25.8M +$463K 1 3.52% Increased
341
GHA
GW Henssler & Associates
Georgia
$25.8M -$290K 1 1.48% Reduced
342
USAA
United Services Automobile Association
Texas
$25.8M $0 1 0.84% Maintained
343
SI
Sora Investors
Pennsylvania
$25.7M +$10.7M 1 2.85% Increased
344
Natixis
Natixis
France
$25.6M -$36.6M 1 0.16% Reduced
345
New York Life Investment Management
New York Life Investment Management
New York
$25.5M +$30.9K 1 0.25% Increased
346
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$25.5M +$27.1M 2 0.25% New
347
CISOA
Capital Investment Services of America
Wisconsin
$25.5M -$389K 1 2.43% Reduced
348
Profund Advisors
Profund Advisors
Maryland
$25.3M +$77.3K 1 0.93% Increased
349
YC
Yarbrough Capital
Tennessee
$25.3M $0 1 0.97% Maintained
350
KeyBank National Association
KeyBank National Association
Ohio
$25.2M +$994K 1 0.1% Increased