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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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$99.8M +$574K 1 0.63% Increased
102
Miller Howard Investments
Miller Howard Investments
New York
$98.6M -$1.53M 1 1.9% Reduced
103
Natixis Advisors
Natixis Advisors
Massachusetts
$98M +$11.9M 1 1.09% Increased
104
Bank of Montreal
Bank of Montreal
Ontario, Canada
$96.3M +$11.4M 2 0.09% Increased
105
Canada Life
Canada Life
Manitoba, Canada
$93.5M -$1.66M 1 0.25% Reduced
106
US Bancorp
US Bancorp
Minnesota
$92.6M -$658K 3 0.32% Reduced
107
TGA
Trilogy Global Advisors
Florida
$91.3M +$7.44M 1 3.06% Increased
108
Baird Financial Group
Baird Financial Group
Wisconsin
$90.3M +$11.4M 2 0.73% Increased
109
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$88.1M +$1.19M 2 0.34% Increased
110
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$87.7M +$2.57M 1 1.07% Increased
111
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$86.9M +$9.52M 1 0.23% Increased
112
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$86.3M -$4.24M 1 0.36% Reduced
113
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$86M +$57.9M 3 0.04% Increased
114
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$83.7M +$84.7M 2 0.31% New
115
RA
RiverPark Advisors
New York
$83.4M +$84.4M 1 5.5% New
116
Hamlin Capital Management
Hamlin Capital Management
New York
$82.1M +$26.8M 1 3.47% Increased
117
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$80.8M +$4.09M 2 0.98% Increased
118
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$75.9M +$15.2M 1 0.48% Increased
119
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$75.2M +$1.04M 1 2.2% Increased
120
Chevy Chase Trust
Chevy Chase Trust
Maryland
$73.8M +$2.37M 1 0.36% Increased
121
Cambiar Investors
Cambiar Investors
Colorado
$70.5M +$17M 1 1.18% Increased
122
M&T Bank
M&T Bank
New York
$70.5M +$11.6M 1 0.43% Increased
123
H
Hexavest
Quebec, Canada
$70.1M +$3.55M 1 0.83% Increased
124
Douglas Lane & Associates
Douglas Lane & Associates
New York
$69.5M +$2.75M 1 1.73% Increased
125
TD Asset Management
TD Asset Management
Ontario, Canada
$69.3M -$26.3M 1 0.11% Reduced