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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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$86.3M +$16.8M 1 0.43% Increased
102
Russell Investments Group
Russell Investments Group
United Kingdom
$85.6M -$6.98M 2 0.15% Reduced
103
Natixis Advisors
Natixis Advisors
Massachusetts
$85.3M +$453K 1 0.84% Increased
104
Douglas Lane & Associates
Douglas Lane & Associates
New York
$85M +$943K 1 1.85% Increased
105
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$84.9M +$76.6M 1 0.22% Increased
106
H
Hexavest
Quebec, Canada
$84.7M +$1.11M 1 1.06% Increased
107
Baird Financial Group
Baird Financial Group
Wisconsin
$82.6M -$672K 2 0.58% Reduced
108
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$82.2M -$71.6K 2 0.08% Reduced
109
HP
Holowesko Partners
Bahamas
$79.5M +$50M 1 5.47% Increased
110
MP
Manikay Partners
New York
$77.3M +$88.9M 1 4.03% New
111
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$76.5M -$2.3M 3 0.14% Reduced
112
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$76M +$15.9M 1 2.27% Increased
113
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$75.9M -$11.1M 2 0.39% Reduced
114
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$75.5M -$909K 1 0.93% Reduced
115
US Bancorp
US Bancorp
Minnesota
$75.4M -$3.86M 3 0.23% Reduced
116
MC
Montag & Caldwell
Georgia
$74.3M +$85.2M 1 2.7% Increased
117
Hamlin Capital Management
Hamlin Capital Management
New York
$73.1M -$8.79M 1 2.83% Reduced
118
M&T Bank
M&T Bank
New York
$70.9M -$1.01M 1 0.38% Reduced
119
National Pension Service
National Pension Service
South Korea
$70.8M +$207K 1 0.35% Increased
120
Chevy Chase Trust
Chevy Chase Trust
Maryland
$70M -$1.75M 1 0.31% Reduced
121
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$67.7M +$18.9M 1 2.05% Increased
122
ProShare Advisors
ProShare Advisors
Maryland
$66.2M +$11.9M 2 0.43% Increased
123
Canada Life
Canada Life
Manitoba, Canada
$65.2M -$586K 1 0.16% Reduced
124
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$64.6M $0 1 0.71% Maintained
125
Miller Howard Investments
Miller Howard Investments
New York
$63.9M +$4.32M 1 1.51% Increased