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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
SIG
Senator Investment Group
New York
$76.1M +$73.2M 1 1.4% New
102
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$75M -$5M 2 0.96% Reduced
103
Discovery Capital Management
Discovery Capital Management
Connecticut
$74.8M +$72M 1 7.13% New
104
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$73.9M +$304K 1 0.25% Increased
105
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$72.8M +$3.3M 1 2.67% Increased
106
Millennium Management
Millennium Management
New York
$71.1M -$97.3M 2 0.11% Reduced
107
ProShare Advisors
ProShare Advisors
Maryland
$70.2M -$4.74M 1 0.42% Reduced
108
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$69.3M +$38.6M 1 0.23% Increased
109
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$68.3M -$308K 1 5.09% Reduced
110
TD Asset Management
TD Asset Management
Ontario, Canada
$67.3M +$11.4M 1 0.1% Increased
111
Canada Life
Canada Life
Manitoba, Canada
$67M +$4.1M 1 0.15% Increased
112
Hamlin Capital Management
Hamlin Capital Management
New York
$67M -$21.4M 1 2.88% Reduced
113
ORIO
Old Republic International (ORI)
Illinois
$66.7M $0 1 1.73% Maintained
114
VanEck Associates
VanEck Associates
New York
$66.6M +$1.83M 1 0.32% Increased
115
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$66M -$25.4M 1 0.79% Reduced
116
Janus Henderson Group
Janus Henderson Group
$65.7M +$1.72M 2 0.04% Increased
117
STRS Ohio
STRS Ohio
Ohio
$65M +$16.4M 2 0.29% Increased
118
Westfield Capital Management
Westfield Capital Management
Massachusetts
$64.7M +$62.3M 1 0.49% New
119
Saturna Capital
Saturna Capital
Washington
$63.5M +$161K 1 1.86% Increased
120
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$60.4M +$1.33M 1 0.37% Increased
121
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$59.3M -$4.53M 1 0.13% Reduced
122
Smead Capital Management
Smead Capital Management
Arizona
$58M +$29.1M 1 2.79% Increased
123
Aberdeen Group
Aberdeen Group
United Kingdom
$57.1M +$7.36M 1 0.13% Increased
124
Envestnet Asset Management
Envestnet Asset Management
Illinois
$56.9M -$1.5M 2 0.07% Reduced
125
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$56M -$2.02M 1 0.3% Reduced