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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
101
Bank of Montreal
Bank of Montreal
Ontario, Canada
$138M +$23.2M 2 0.15% Increased
102
First Trust Advisors
First Trust Advisors
Illinois
$137M +$4.75M 2 0.41% Increased
103
MICM
Matthews International Capital Management
California
$136M +$152K 1 5.58% Increased
104
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$129M +$23.3M 1 0.47% Increased
105
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$128M -$8.64M 1 0.5% Reduced
106
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$127M +$14M 2 0.89% Increased
107
Los Angeles Capital Management
Los Angeles Capital Management
California
$126M +$12.4M 1 1.05% Increased
108
Credit Agricole
Credit Agricole
France
$123M +$38.9M 2 0.4% Increased
109
Guggenheim Capital
Guggenheim Capital
Illinois
$122M +$224K 2 0.38% Increased
110
Barclays
Barclays
United Kingdom
$121M -$39.4M 2 0.13% Reduced
111
TD Asset Management
TD Asset Management
Ontario, Canada
$118M +$9.72M 1 0.2% Increased
112
US Bancorp
US Bancorp
Minnesota
$115M -$6.04M 2 0.43% Reduced
113
Parnassus Investments
Parnassus Investments
California
$115M $0 1 0.63% Maintained
114
PGGM Investments
PGGM Investments
Netherlands
$112M -$644K 1 0.56% Reduced
115
OppenheimerFunds
OppenheimerFunds
New York
$112M +$22.3M 1 0.14% Increased
116
Bessemer Group
Bessemer Group
New Jersey
$110M +$518K 1 0.55% Increased
117
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$107M +$95.2M 1 4.29% New
118
Voloridge Investment Management
Voloridge Investment Management
Florida
$107M +$94.9M 1 2.33% New
119
Canada Life
Canada Life
Manitoba, Canada
$105M +$17.1M 1 0.31% Increased
120
TGA
Trilogy Global Advisors
Florida
$104M -$4.3M 1 3.43% Reduced
121
CLM
ClearBridge LLC (Maryland)
Maryland
$102M -$2.69M 1 1.94% Reduced
122
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$102M -$503K 1 1.34% Reduced
123
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$101M -$17.5M 1 0.43% Reduced
124
Natixis Advisors
Natixis Advisors
Massachusetts
$98.1M +$5.62M 1 1.27% Increased
125
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$93.9M +$57.8M 1 0.08% Increased