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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
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$75.6M -$6.17M 1 0.44% Reduced
127
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$74.6M +$4M 2 0.23% Increased
128
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$72.5M +$1.01M 1 1.13% Increased
129
KeyBank National Association
KeyBank National Association
Ohio
$71.1M +$344K 1 0.5% Increased
130
Chevy Chase Trust
Chevy Chase Trust
Maryland
$70.1M -$203K 1 0.44% Reduced
131
Bahl & Gaynor
Bahl & Gaynor
Ohio
$69.8M -$23.7M 1 1% Reduced
132
JHC
JFB Holdings Corp
Georgia
$69.5M -$2.03M 1 2.08% Reduced
133
EP
Edinburgh Partners
United Kingdom
$68.5M -$3.99M 1 7.23% Reduced
134
Putnam Investments
Putnam Investments
Massachusetts
$67.8M -$8.11M 2 0.15% Reduced
135
Nordea Investment Management
Nordea Investment Management
Sweden
$67.7M +$399K 1 0.25% Increased
136
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$67.1M -$10.7M 2 0.3% Reduced
137
STRS Ohio
STRS Ohio
Ohio
$66.3M -$3.89M 2 0.32% Reduced
138
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$63.7M -$941K 1 0.4% Reduced
139
Bank of Montreal
Bank of Montreal
Ontario, Canada
$62.3M -$9.27M 2 0.09% Reduced
140
HP
Holowesko Partners
Bahamas
$62.3M +$238K 1 4.34% Increased
141
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$62M -$11.2M 1 2.36% Reduced
142
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$61.7M -$1.11M 1 0.55% Reduced
143
TGA
Trilogy Global Advisors
Florida
$61.7M -$1.1M 1 1.67% Reduced
144
SCM
Snow Capital Management
Pennsylvania
$61.1M +$39.4M 1 2.19% Increased
145
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.7M $0 1 1.55% Maintained
146
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$60.1M +$4.41M 1 1.71% Increased
147
QI
Qualcomm Inc
California
$59.3M -$3.21M 1 6.42% Reduced
148
OppenheimerFunds
OppenheimerFunds
New York
$58.8M -$7.94M 2 0.08% Reduced
149
Raymond James & Associates
Raymond James & Associates
Florida
$57.7M -$6.57M 2 0.24% Reduced
150
VanEck Associates
VanEck Associates
New York
$57.5M +$63.2M 1 0.44% Increased