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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
US Bancorp
US Bancorp
Minnesota
$73.7M +$429K 3 0.24% Increased
102
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$70.9M -$2.19M 1 0.96% Reduced
103
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$69M -$14.7M 2 0.06% Reduced
104
M&T Bank
M&T Bank
New York
$67.9M -$1.89M 1 0.39% Reduced
105
Korea Investment Corp
Korea Investment Corp
South Korea
$66M +$36.6M 1 0.36% Increased
106
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$63.9M -$1.2M 1 0.27% Reduced
107
PFC
Poplar Forest Capital
California
$63.8M +$14.6M 1 4.72% Increased
108
PointState Capital
PointState Capital
New York
$63.4M +$46.7M 1 2.52% Increased
109
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.2M -$16.7M 2 0.08% Reduced
110
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$60.9M +$28.6M 1 1.8% Increased
111
Nomura Holdings
Nomura Holdings
Japan
$60.4M +$51.2M 1 0.22% Increased
112
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$58.1M -$1.89M 1 2.05% Reduced
113
Chevy Chase Trust
Chevy Chase Trust
Maryland
$57.7M -$9.2M 1 0.28% Reduced
114
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$57.5M +$20.6M 1 0.25% Increased
115
ProShare Advisors
ProShare Advisors
Maryland
$56.2M +$2.58M 1 0.39% Increased
116
Miller Howard Investments
Miller Howard Investments
New York
$54M -$3.12M 1 1.58% Reduced
117
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$51.9M $0 1 2.33% Maintained
118
Foresters Investment Management
Foresters Investment Management
New York
$51.9M +$14.6M 1 0.98% Increased
119
Janus Henderson Group
Janus Henderson Group
$51.7M -$2M 2 0.03% Reduced
120
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$51.3M -$1.65M 1 0.19% Reduced
121
Regions Financial Corp
Regions Financial Corp
Alabama
$50.8M -$1.09M 2 0.64% Reduced
122
KBC Group
KBC Group
Belgium
$50.2M +$36.6M 2 0.56% Increased
123
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$50.1M -$665K 1 4.06% Reduced
124
ORIO
Old Republic International (ORI)
Illinois
$49.9M +$5.34M 1 1.49% Increased
125
TD Asset Management
TD Asset Management
Ontario, Canada
$49.5M +$2.92M 1 0.09% Increased