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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
TD Asset Management
TD Asset Management
Ontario, Canada
$70.4M -$8.85M 1 0.13% Reduced
127
Beck Mack & Oliver
Beck Mack & Oliver
New York
$70.4M -$1.75M 1 2.46% Reduced
128
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$68.7M +$17.6M 1 0.89% Increased
129
STRS Ohio
STRS Ohio
Ohio
$68.5M +$6.88M 1 0.31% Increased
130
AQR Capital Management
AQR Capital Management
Connecticut
$67.8M +$49.2M 2 0.12% Increased
131
JHC
JFB Holdings Corp
Georgia
$66.6M +$5.93M 1 1.98% Increased
132
Baird Financial Group
Baird Financial Group
Wisconsin
$66M +$18.7M 2 0.63% Increased
133
Chevy Chase Trust
Chevy Chase Trust
Maryland
$65.2M +$962K 1 0.37% Increased
134
Bahl & Gaynor
Bahl & Gaynor
Ohio
$64.8M +$2.06M 1 0.86% Increased
135
Natixis Advisors
Natixis Advisors
Massachusetts
$63.6M +$10.3M 1 0.95% Increased
136
Bank of Montreal
Bank of Montreal
Ontario, Canada
$63.5M -$33.2M 2 0.07% Reduced
137
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$63.2M $0 1 2.7% Maintained
138
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$63M -$12.2M 1 0.23% Reduced
139
First Trust Advisors
First Trust Advisors
Illinois
$61.3M +$4.4M 1 0.2% Increased
140
Putnam Investments
Putnam Investments
Massachusetts
$60.9M -$3.24M 2 0.14% Reduced
141
HP
Holowesko Partners
Bahamas
$60.7M +$1.32M 1 4.4% Increased
142
Douglas Lane & Associates
Douglas Lane & Associates
New York
$60.5M +$57.6M 1 1.65% New
143
Gotham Asset Management
Gotham Asset Management
New York
$60.2M +$14.6M 2 0.67% Increased
144
Coatue Management
Coatue Management
New York
$58.6M +$17.4M 1 0.73% Increased
145
First Eagle Investment Management
First Eagle Investment Management
New York
$58.6M +$5.96M 1 0.15% Increased
146
KeyBank National Association
KeyBank National Association
Ohio
$54.2M -$3.75M 1 0.36% Reduced
147
Canada Life
Canada Life
Manitoba, Canada
$53.5M -$24.7M 1 0.19% Reduced
148
USSCPF
United States Steel & Carnegie Pension Fund
New York
$53.3M $0 1 1.23% Maintained
149
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$53.3M -$3.75M 1 0.46% Reduced
150
BB&T Securities
BB&T Securities
Virginia
$52.8M +$10.4M 1 0.87% Increased