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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
126
STRS Ohio
STRS Ohio
Ohio
$166M -$6.03M 3 0.75% Reduced
127
USAA
United Services Automobile Association
Texas
$165M +$10.4M 1 0.64% Increased
128
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$164M +$11.8M 1 1.26% Increased
129
Principal Financial Group
Principal Financial Group
Iowa
$164M +$941K 2 0.29% Increased
130
Putnam Investments
Putnam Investments
Massachusetts
$162M +$1.65M 1 0.37% Increased
131
Cooperman Leon G
Cooperman Leon G
$159M -$45.7M 1 2.11% Reduced
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$155M -$3.38M 1 0.59% Reduced
133
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$153M +$6.99M 2 0.11% Increased
134
Maverick Capital
Maverick Capital
Texas
$153M -$100M 1 2.15% Reduced
135
SG Americas Securities
SG Americas Securities
New York
$153M +$2.78M 2 0.66% Increased
136
HMP
HS Management Partners
New York
$151M -$18.2M 1 6.79% Reduced
137
EP
Edinburgh Partners
United Kingdom
$149M -$3.88M 1 12.68% Reduced
138
NFA
Nationwide Fund Advisors
Ohio
$145M -$17.2M 3 0.67% Reduced
139
DF Dent & Co
DF Dent & Co
Maryland
$145M -$2.52M 1 3.38% Reduced
140
Beck Mack & Oliver
Beck Mack & Oliver
New York
$144M +$8.08M 1 3.36% Increased
141
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$141M +$256K 1 1.06% Increased
142
Axa
Axa
France
$141M -$7.34M 1 0.61% Reduced
143
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$138M -$4.14M 1 0.66% Reduced
144
Canada Life
Canada Life
Manitoba, Canada
$138M +$9.74M 1 0.48% Increased
145
Calamos Advisors
Calamos Advisors
Illinois
$136M -$1.55M 2 0.87% Reduced
146
1832 Asset Management
1832 Asset Management
Ontario, Canada
$134M +$107M 1 0.46% Increased
147
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$133M -$12.4M 1 0.37% Reduced
148
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$132M +$468K 1 3.61% Increased
149
Bahl & Gaynor
Bahl & Gaynor
Ohio
$132M +$1.59M 1 2.11% Increased
150
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$130M +$3.41M 1 0.5% Increased