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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
Korea Investment Corp
Korea Investment Corp
South Korea
$62.8M -$3.08M 1 0.28% Reduced
102
Nomura Holdings
Nomura Holdings
Japan
$61.7M +$1.32M 1 0.26% Increased
103
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$61M +$3.24M 1 0.23% Increased
104
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$60.3M +$43.6M 2 0.75% Increased
105
MetLife Investment Management
MetLife Investment Management
New Jersey
$59.5M +$37M 2 0.18% Increased
106
PFC
Poplar Forest Capital
California
$58.4M -$5.24M 1 3.93% Reduced
107
Point72 Asset Management
Point72 Asset Management
Connecticut
$56.8M -$150M 1 0.26% Reduced
108
ProShare Advisors
ProShare Advisors
Maryland
$56.3M +$8.47K 1 0.34% Increased
109
Janus Henderson Group
Janus Henderson Group
$55.9M -$3.22M 2 0.03% Reduced
110
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$55.1M -$7.95M 1 0.2% Reduced
111
DFO
Duquesne Family Office
New York
$54.1M +$51.2M 1 1.57% New
112
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$52M $0 1 2.1% Maintained
113
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$51.4M +$1.13M 1 3.8% Increased
114
ORIO
Old Republic International (ORI)
Illinois
$50M $0 1 1.35% Maintained
115
VanEck Associates
VanEck Associates
New York
$48.5M +$6.92M 1 0.24% Increased
116
HBK Investments
HBK Investments
Texas
$48.4M +$9.71M 1 0.49% Increased
117
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$48M +$4.7M 1 0.08% Increased
118
Saturna Capital
Saturna Capital
Washington
$47.5M -$106K 1 1.39% Reduced
119
Conning Inc
Conning Inc
Connecticut
$47.1M +$2.42M 1 1.47% Increased
120
Canada Life
Canada Life
Manitoba, Canada
$47M -$3.03M 1 0.12% Reduced
121
KBC Group
KBC Group
Belgium
$45.4M -$4.85M 2 0.37% Reduced
122
Foresters Investment Management
Foresters Investment Management
New York
$45.3M -$6.37M 1 0.79% Reduced
123
Equity Investment Corp
Equity Investment Corp
Georgia
$45.1M +$1.61M 1 1.52% Increased
124
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$44.6M +$28M 2 0.05% Increased
125
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$44.3M +$431K 1 0.28% Increased