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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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$65.8M +$18.9M 2 0.26% Increased
102
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$65M +$50.8M 2 0.7% Increased
103
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$64.8M $0 1 2.59% Maintained
104
HP
Holowesko Partners
Bahamas
$64.8M +$75.4M 1 7.09% Increased
105
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$64.5M -$5.74M 1 0.22% Reduced
106
Saturna Capital
Saturna Capital
Washington
$61.7M +$808K 1 2% Increased
107
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$61.4M $0 2 0.3% Maintained
108
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$60.6M +$37.8M 1 0.16% Increased
109
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$58.9M +$864K 1 4.95% Increased
110
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$58.4M -$908K 1 1% Reduced
111
Candriam SCA
Candriam SCA
Luxembourg
$58.1M $0 2 0.64% Maintained
112
Canada Life
Canada Life
Manitoba, Canada
$57.1M -$2.28M 1 0.15% Reduced
113
Envestnet Asset Management
Envestnet Asset Management
Illinois
$56.2M +$6.06M 2 0.07% Increased
114
ProShare Advisors
ProShare Advisors
Maryland
$54.1M -$23.4M 1 0.39% Reduced
115
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$52.2M -$982K 1 0.3% Reduced
116
IAM
Impala Asset Management
Florida
$52.2M -$978K 1 7.03% Reduced
117
Korea Investment Corp
Korea Investment Corp
South Korea
$52M -$861K 1 0.23% Reduced
118
STRS Ohio
STRS Ohio
Ohio
$51.6M -$583K 3 0.27% Reduced
119
Panagora Asset Management
Panagora Asset Management
Massachusetts
$51M +$11.6M 2 0.36% Increased
120
VOYA Investment Management
VOYA Investment Management
Georgia
$50.4M +$1.6M 2 0.14% Increased
121
ACI
AMP Capital Investors
Australia
$49.6M -$6.67M 1 0.37% Reduced
122
Smead Capital Management
Smead Capital Management
Arizona
$49.5M -$1.91M 1 3.51% Reduced
123
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$48.7M -$19.4M 1 1.71% Reduced
124
Hamlin Capital Management
Hamlin Capital Management
New York
$48.6M -$15.1M 1 2.91% Reduced
125
Aperio Group
Aperio Group
California
$48.5M -$3.83M 1 0.21% Reduced