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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
BRC
Blue Ridge Capital
New York
$88.4M +$38.3M 1 1.11% Increased
127
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$88.1M -$35.9M 1 0.32% Reduced
128
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$86.6M +$16.1M 2 1.13% Increased
129
Nuveen
Nuveen
North Carolina
$86.2M +$6.21M 1 0.44% Increased
130
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$84.3M $0 1 2.89% Maintained
131
Korea Investment Corp
Korea Investment Corp
South Korea
$84.1M +$21.3M 1 0.4% Increased
132
Bahl & Gaynor
Bahl & Gaynor
Ohio
$81.5M -$4.5M 1 1% Reduced
133
Chevy Chase Trust
Chevy Chase Trust
Maryland
$81.3M +$295K 1 0.43% Increased
134
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$77.8M -$4.23M 1 0.92% Reduced
135
River Road Asset Management
River Road Asset Management
Kentucky
$76.7M +$32M 1 1.47% Increased
136
STRS Ohio
STRS Ohio
Ohio
$76.5M -$336K 1 0.34% Reduced
137
Douglas Lane & Associates
Douglas Lane & Associates
New York
$76M -$1.45M 1 1.94% Reduced
138
H
Hexavest
Quebec, Canada
$75.7M +$15.5M 1 1.04% Increased
139
Putnam Investments
Putnam Investments
Massachusetts
$75.2M +$5.21M 2 0.18% Increased
140
SEI Investments
SEI Investments
Pennsylvania
$74.9M -$4.96M 2 0.36% Reduced
141
Beck Mack & Oliver
Beck Mack & Oliver
New York
$74.4M -$1.3M 1 2.68% Reduced
142
Calamos Advisors
Calamos Advisors
Illinois
$73.4M +$18.5M 1 0.58% Increased
143
Gotham Asset Management
Gotham Asset Management
New York
$72.6M +$2.9M 1 0.93% Increased
144
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$70.1M +$12.1M 1 0.41% Increased
145
CLM
ClearBridge LLC (Maryland)
Maryland
$70M -$27.8M 1 1.58% Reduced
146
BB&T Securities
BB&T Securities
Virginia
$69.6M -$160K 1 1.01% Reduced
147
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$69.3M -$18.8M 2 0.44% Reduced
148
Equity Investment Corp
Equity Investment Corp
Georgia
$68.9M +$71M 1 2.22% New
149
National Pension Service
National Pension Service
South Korea
$67.4M +$4.91M 1 0.46% Increased
150
Prudential plc
Prudential plc
United Kingdom
$67.3M +$4.68M 1 0.24% Increased