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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$90.3M -$3.9M 1 0.22% Reduced
102
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$88.8M -$13.1M 1 0.1% Reduced
103
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$85.2M +$30.8M 1 0.28% Increased
104
Chevy Chase Trust
Chevy Chase Trust
Maryland
$84.9M -$5.1M 1 0.32% Reduced
105
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$84.5M $0 1 2.75% Maintained
106
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$84.3M +$14.5M 2 1.87% Increased
107
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$81.2M +$43.6M 1 1.12% Increased
108
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$80M -$4.34M 2 0.3% Reduced
109
Hamlin Capital Management
Hamlin Capital Management
New York
$79.6M +$6.05M 1 3.31% Increased
110
APG Asset Management
APG Asset Management
Netherlands
$78.9M +$17.8M 1 0.13% Increased
111
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$77.1M -$102K 1 0.96% Reduced
112
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$76.9M +$10.9M 1 0.4% Increased
113
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$75.9M +$146K 1 5.14% Increased
114
VanEck Associates
VanEck Associates
New York
$75.9M -$9.01M 1 0.29% Reduced
115
Canada Life
Canada Life
Manitoba, Canada
$75.8M +$1.52M 1 0.16% Increased
116
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$73.4M +$895K 1 0.12% Increased
117
Saturna Capital
Saturna Capital
Washington
$73M $0 1 1.98% Maintained
118
ACI
AMP Capital Investors
Australia
$70.8M +$21.8M 1 0.39% Increased
119
CIBC World Markets
CIBC World Markets
New York
$70.8M +$39.7M 1 0.46% Increased
120
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$69.2M +$10.9M 1 0.31% Increased
121
IAM
Impala Asset Management
Florida
$69.2M +$8.51M 1 5.25% Increased
122
Korea Investment Corp
Korea Investment Corp
South Korea
$68.7M -$5.7M 1 0.25% Reduced
123
STRS Ohio
STRS Ohio
Ohio
$67.8M -$6.37M 3 0.28% Reduced
124
Truist Financial
Truist Financial
North Carolina
$67.5M +$35.8M 1 0.14% Increased
125
Aperio Group
Aperio Group
California
$67.4M +$2.24M 1 0.24% Increased