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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
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$120M -$1.84M 1 0.63% Reduced
102
Los Angeles Capital Management
Los Angeles Capital Management
California
$120M +$255K 1 0.94% Increased
103
VOYA Investment Management
VOYA Investment Management
Georgia
$119M -$37.8M 2 0.28% Reduced
104
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$118M -$37.4M 1 0.44% Reduced
105
Miller Howard Investments
Miller Howard Investments
New York
$114M -$17.9M 1 2.18% Reduced
106
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$113M +$28.4M 1 0.75% Increased
107
Canada Life
Canada Life
Manitoba, Canada
$109M +$8.31M 1 0.31% Increased
108
TD Asset Management
TD Asset Management
Ontario, Canada
$108M -$4.21M 1 0.18% Reduced
109
US Bancorp
US Bancorp
Minnesota
$106M -$3.99M 1 0.38% Reduced
110
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$104M -$16.9M 1 0.75% Reduced
111
Barclays
Barclays
United Kingdom
$103M -$9.84M 2 0.11% Reduced
112
OppenheimerFunds
OppenheimerFunds
New York
$103M -$3.56M 1 0.13% Reduced
113
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$103M +$7.05M 1 0.44% Increased
114
Bank of Montreal
Bank of Montreal
Ontario, Canada
$101M -$35.5M 2 0.11% Reduced
115
Citigroup
Citigroup
New York
$98.7M +$41.4M 2 0.09% Increased
116
Natixis Advisors
Natixis Advisors
Massachusetts
$98.1M +$4.87M 1 1.18% Increased
117
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$97.6M -$32.6M 2 0.42% Reduced
118
1832 Asset Management
1832 Asset Management
Ontario, Canada
$97M +$95.2M 1 0.3% Increased
119
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$96.8M -$78.7K 1 1.24% Reduced
120
Credit Agricole
Credit Agricole
France
$96.5M -$21.4M 2 0.31% Reduced
121
Millennium Management
Millennium Management
New York
$96.4M +$17.5M 3 0.2% Increased
122
TGA
Trilogy Global Advisors
Florida
$95.4M -$3.4M 1 3.2% Reduced
123
Fred Alger Management
Fred Alger Management
New York
$92.9M +$52.4M 1 0.51% Increased
124
Appaloosa LP
Appaloosa LP
New Jersey
$91.3M +$33.6M 1 1.62% Increased
125
Baird Financial Group
Baird Financial Group
Wisconsin
$89.4M +$1.24M 2 0.78% Increased