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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
Putnam Investments
Putnam Investments
Massachusetts
$67.9M +$1.61M 2 0.16% Increased
127
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$67.7M -$24.4M 1 0.48% Reduced
128
Credit Agricole
Credit Agricole
France
$66.3M -$18.9M 2 0.2% Reduced
129
STRS Ohio
STRS Ohio
Ohio
$66M -$1.26M 1 0.29% Reduced
130
River Road Asset Management
River Road Asset Management
Kentucky
$65.6M -$1.81M 1 1.24% Reduced
131
CI Investments Inc
CI Investments Inc
Ontario, Canada
$65.5M +$21.5M 1 0.74% Increased
132
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$65M +$6.43M 1 0.75% Increased
133
Neuberger Berman Group
Neuberger Berman Group
New York
$64.2M +$11.3M 1 0.08% Increased
134
Beck Mack & Oliver
Beck Mack & Oliver
New York
$63.9M -$1.55M 1 2.23% Reduced
135
Check Capital Management
Check Capital Management
California
$63.1M +$27.7M 1 4.32% Increased
136
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$62.4M +$811K 1 0.34% Increased
137
Gotham Asset Management
Gotham Asset Management
New York
$61.6M -$2.22M 1 0.78% Reduced
138
National Pension Service
National Pension Service
South Korea
$61M +$1.89M 1 0.41% Increased
139
CLM
ClearBridge LLC (Maryland)
Maryland
$60.6M -$894K 1 1.31% Reduced
140
ACI
AMP Capital Investors
Australia
$60.4M +$2.88M 1 0.36% Increased
141
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$60M -$8.99M 1 0.71% Reduced
142
SEI Investments
SEI Investments
Pennsylvania
$59.6M -$6.36M 2 0.26% Reduced
143
Equity Investment Corp
Equity Investment Corp
Georgia
$59.4M -$1.2M 1 1.94% Reduced
144
Prudential plc
Prudential plc
United Kingdom
$58.7M -$466K 1 0.2% Reduced
145
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$58.1M +$8.87M 1 0.16% Increased
146
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$57.4M $0 1 0.32% Maintained
147
NFA
Nationwide Fund Advisors
Ohio
$57.2M +$256K 3 0.23% Increased
148
BB&T Securities
BB&T Securities
Virginia
$56.4M -$1.98M 1 0.77% Reduced
149
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$55.1M +$4.81M 1 2.06% Increased
150
KeyBank National Association
KeyBank National Association
Ohio
$55M -$1.41M 2 0.33% Reduced