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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
Canada Life
Canada Life
Manitoba, Canada
$94.5M +$15.4M 1 0.33% Increased
127
TCW Group
TCW Group
California
$94.4M -$56.7M 1 0.61% Reduced
128
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$93.6M +$11.4M 2 0.38% Increased
129
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$91M +$5.03M 1 2.04% Increased
130
Panagora Asset Management
Panagora Asset Management
Massachusetts
$90.2M -$26.4M 1 0.45% Reduced
131
DF Dent & Co
DF Dent & Co
Maryland
$89.5M -$8.55M 1 2.42% Reduced
132
Putnam Investments
Putnam Investments
Massachusetts
$88.6M -$31.3M 1 0.18% Reduced
133
City National Bank
City National Bank
Delaware
$88.1M +$4.12M 1 0.73% Increased
134
VVP
Vulcan Value Partners
Alabama
$87.1M -$158M 1 0.82% Reduced
135
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$85.7M -$53.8M 2 0.23% Reduced
136
EP
Edinburgh Partners
United Kingdom
$84.7M -$269K 1 9.33% Reduced
137
Wasatch Advisors
Wasatch Advisors
Utah
$84.5M +$41.7M 1 0.92% Increased
138
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$84.1M -$10.4M 1 2.94% Reduced
139
OppenheimerFunds
OppenheimerFunds
New York
$83.5M -$207K 2 0.1% Reduced
140
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$83.5M +$2.83M 1 1.18% Increased
141
ICM
Ionic Capital Management
New York
$83.4M +$90.8M 1 3.88% New
142
JHC
JFB Holdings Corp
Georgia
$83.1M +$852K 1 2.28% Increased
143
KeyBank National Association
KeyBank National Association
Ohio
$82.6M -$5.49M 1 0.55% Reduced
144
Bank of Montreal
Bank of Montreal
Ontario, Canada
$82.5M -$91.4M 2 0.1% Reduced
145
STRS Ohio
STRS Ohio
Ohio
$82M -$14.7M 2 0.36% Reduced
146
Chevy Chase Trust
Chevy Chase Trust
Maryland
$82M +$159K 1 0.49% Increased
147
Alkeon Capital Management
Alkeon Capital Management
New York
$78.8M -$42.6M 1 1.54% Reduced
148
Janus Henderson Group
Janus Henderson Group
$78.6M -$13.1M 1 0.62% Reduced
149
Nordea Investment Management
Nordea Investment Management
Sweden
$78.5M +$152K 1 0.28% Increased
150
NFA
Nationwide Fund Advisors
Ohio
$78.3M -$21.4M 3 0.32% Reduced