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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
SSM
Sound Shore Management
Connecticut
$122M -$69.4M 1 1.92% Reduced
127
Aviva
Aviva
United Kingdom
$121M +$7.13M 1 0.94% Increased
128
Cambiar Investors
Cambiar Investors
Colorado
$121M +$119M 1 1.84% New
129
EP
Edinburgh Partners
United Kingdom
$120M -$3.9M 1 13.06% Reduced
130
Canada Life
Canada Life
Manitoba, Canada
$120M +$3.04M 1 0.4% Increased
131
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$120M -$2.74M 1 3.08% Reduced
132
Stifel Financial
Stifel Financial
Missouri
$118M +$41.5M 2 0.66% Increased
133
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$118M -$3.5M 1 0.56% Reduced
134
SG Americas Securities
SG Americas Securities
New York
$116M -$47.6M 2 0.57% Reduced
135
Putnam Investments
Putnam Investments
Massachusetts
$116M -$31.2M 1 0.24% Reduced
136
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$116M +$15M 1 1.24% Increased
137
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$115M +$48.8M 2 0.05% Increased
138
CC
Carlson Capital
Texas
$113M +$43.7M 1 1.11% Increased
139
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$112M +$3.45M 2 0.6% Increased
140
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$111M -$7.71M 2 0.28% Reduced
141
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$110M -$3.56M 1 3.36% Reduced
142
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$109M -$4.51M 1 2.2% Reduced
143
Westfield Capital Management
Westfield Capital Management
Massachusetts
$109M +$16.6K 1 0.64% Increased
144
NFA
Nationwide Fund Advisors
Ohio
$106M -$14.6M 3 0.45% Reduced
145
STRS Ohio
STRS Ohio
Ohio
$106M -$10.5M 2 0.46% Reduced
146
KeyBank National Association
KeyBank National Association
Ohio
$104M +$1.21M 1 0.68% Increased
147
WestEnd Advisors
WestEnd Advisors
North Carolina
$103M +$7.24M 1 4.69% Increased
148
Ninety One (UK)
Ninety One (UK)
United Kingdom
$99.8M -$499K 1 0.61% Reduced
149
City National Bank
City National Bank
Delaware
$98.2M +$1.24M 1 0.85% Increased
150
Nordea Investment Management
Nordea Investment Management
Sweden
$96.9M -$2.64M 1 0.36% Reduced