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 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| $75.7M | +$4.26M | 1 | 0.34% | Increased |
|
| 102 |
Mairs & Power Inc
St Paul,
Minnesota
| $75.3M | -$1.11M | 1 | 0.93% | Reduced |
|
| 103 |
Neuberger Berman Group
New York
| $75.2M | +$12.8M | 1 | 0.08% | Increased |
|
| 104 |
US Bancorp
Minneapolis,
Minnesota
| $74.1M | -$2.22M | 3 | 0.23% | Reduced |
|
| 105 |
M&T Bank
Buffalo,
New York
| $71.3M | -$477K | 1 | 0.38% | Reduced |
|
| 106 |
Chevy Chase Trust
Bethesda,
Maryland
| $70.7M | -$244K | 1 | 0.31% | Reduced |
|
| 107 |
OppenheimerFunds
New York
| $69.3M | +$21.1M | 1 | 0.08% | Increased |
|
| 108 |
MC
Montag & Caldwell
Atlanta,
Georgia
| $65.8M | -$9.38M | 1 | 2.62% | Reduced |
|
| 109 |
Two Sigma Advisers
New York
| $64.4M | -$49.9M | 2 | 0.17% | Reduced |
|
| 110 |
BNP Paribas Financial Markets
Paris,
France
| $64.3M | -$13M | 3 | 0.11% | Reduced |
|
| 111 |
Citigroup
New York
| $62.8M | -$139M | 3 | 0.06% | Reduced |
|
| 112 |
Miller Howard Investments
Kingston,
New York
| $62.6M | -$2.02M | 1 | 1.5% | Reduced |
|
| 113 |
Amundi Asset Management US
Boston,
Massachusetts
| $62.1M | -$35.4M | 2 | 0.09% | Reduced |
|
| 114 |
Two Sigma Investments
New York
| $61.9M | -$76.9M | 2 | 0.18% | Reduced |
|
| 115 |
VanEck Associates
New York
| $61.9M | +$11.3M | 1 | 0.29% | Increased |
|
| 116 |
Canada Life
Winnipeg,
Manitoba, Canada
| $61.3M | -$4.69M | 1 | 0.14% | Reduced |
|
| 117 |
ProShare Advisors
Bethesda,
Maryland
| $60.8M | -$6.18M | 1 | 0.41% | Reduced |
|
| 118 |
Natixis
Paris,
France
| $60.1M | -$25.9M | 2 | 0.32% | Reduced |
|
| 119 |
Van Berkom & Associates
Montreal,
Quebec, Canada
| $59.8M | +$7.91M | 1 | 1.74% | Increased |
|
| 120 |
Janus Henderson Group
London,
| $58.4M | +$4.71M | 2 | 0.03% | Increased |
|
| 121 |
River Road Asset Management
Louisville,
Kentucky
| $56.1M | -$4.91M | 1 | 1.18% | Reduced |
|
| 122 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| $55.7M | +$115K | 1 | 0.28% | Increased |
|
| 123 |
Check Capital Management
Costa Mesa,
California
| $55.5M | -$1.21M | 1 | 2.94% | Reduced |
|
| 124 |
Beck Mack & Oliver
New York
| $55.5M | -$1.69M | 1 | 1.86% | Reduced |
|
| 125 |
IIM
Ivory Investment Management
New York
| $55.3M | -$46.4M | 1 | 11.14% | Reduced |
|