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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
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$78.3M +$7.97M 3 0.19% Increased
102
Hamlin Capital Management
Hamlin Capital Management
New York
$77.5M +$752K 1 3.14% Increased
103
Prudential plc
Prudential plc
United Kingdom
$76.8M +$3.74M 1 0.24% Increased
104
US Bancorp
US Bancorp
Minnesota
$76.2M -$4.51M 3 0.24% Reduced
105
Douglas Lane & Associates
Douglas Lane & Associates
New York
$75.8M +$9.88M 1 1.74% Increased
106
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$73.2M -$831K 2 0.81% Reduced
107
H
Hexavest
Quebec, Canada
$69.8M +$8.62M 1 0.85% Increased
108
Pentwater Capital Management
Pentwater Capital Management
Florida
$68.9M +$52.1M 1 0.59% Increased
109
NFA
Nationwide Fund Advisors
Ohio
$68.9M -$5.11M 3 0.27% Reduced
110
M&T Bank
M&T Bank
New York
$68M -$64.2K 1 0.37% Reduced
111
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$68M $0 1 1.93% Maintained
112
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$67.6M +$1.68M 2 0.77% Increased
113
Citigroup
Citigroup
New York
$67.5M +$1.29M 3 0.06% Increased
114
Chevy Chase Trust
Chevy Chase Trust
Maryland
$67.5M +$823K 1 0.31% Increased
115
CLM
ClearBridge LLC (Maryland)
Maryland
$67.3M +$4.62M 1 1.46% Increased
116
Antipodes Partners
Antipodes Partners
Australia
$67.3M +$41.5M 1 4.94% Increased
117
OppenheimerFunds
OppenheimerFunds
New York
$66.4M +$18M 1 0.08% Increased
118
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$64.5M +$3.99M 1 2.32% Increased
119
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$63.5M +$10.2M 2 0.4% Increased
120
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$63.1M +$7.31M 1 0.33% Increased
121
National Pension Service
National Pension Service
South Korea
$62.7M +$2.58M 1 0.35% Increased
122
Jane Street
Jane Street
New York
$62.5M +$54.2M 2 0.2% Increased
123
Lazard Asset Management
Lazard Asset Management
New York
$61.5M +$8.25M 1 0.11% Increased
124
Miller Howard Investments
Miller Howard Investments
New York
$61.2M -$28.3M 1 1.26% Reduced
125
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$60.9M -$4.76M 1 0.24% Reduced