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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
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$92.3M -$3.97M 1 1.07% Reduced
102
M&T Bank
M&T Bank
New York
$88.2M -$3.02M 1 0.44% Reduced
103
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$88.1M -$21.2M 1 0.91% Reduced
104
Chevy Chase Trust
Chevy Chase Trust
Maryland
$84M -$6.11M 1 0.35% Reduced
105
HSBC Holdings
HSBC Holdings
United Kingdom
$83.6M -$21.3M 1 0.13% Reduced
106
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$82.7M +$277K 3 0.12% Increased
107
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$82.3M -$126M 1 0.29% Reduced
108
Russell Investments Group
Russell Investments Group
United Kingdom
$81.6M +$25.5M 2 0.15% Increased
109
Miller Howard Investments
Miller Howard Investments
New York
$72.1M -$7.6M 1 1.74% Reduced
110
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$70.9M -$564K 1 0.35% Reduced
111
Canada Life
Canada Life
Manitoba, Canada
$69.8M -$8.13M 1 0.17% Reduced
112
Check Capital Management
Check Capital Management
California
$68.3M -$2.72M 1 3.4% Reduced
113
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$68.2M -$531K 1 0.12% Reduced
114
ProShare Advisors
ProShare Advisors
Maryland
$68M -$9.17M 1 0.46% Reduced
115
Beck Mack & Oliver
Beck Mack & Oliver
New York
$67.2M -$3.6M 1 2.14% Reduced
116
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$66.9M -$59.4M 1 0.19% Reduced
117
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$66.6M +$20.7M 1 0.42% Increased
118
VanEck Associates
VanEck Associates
New York
$66.5M -$11.8M 1 0.32% Reduced
119
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$66.3M +$6.41M 1 1.88% Increased
120
Sterling Capital Management
Sterling Capital Management
North Carolina
$66.1M +$2.17M 1 0.6% Increased
121
River Road Asset Management
River Road Asset Management
Kentucky
$65.8M -$5.7M 1 1.37% Reduced
122
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$65.7M $0 1 2.56% Maintained
123
Regions Financial Corp
Regions Financial Corp
Alabama
$65.6M -$774K 2 0.71% Reduced
124
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$64.2M -$227K 1 4.49% Reduced
125
PFC
Poplar Forest Capital
California
$63.4M +$2.59M 1 4.81% Increased