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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
National Pension Service
National Pension Service
South Korea
$64.1M +$5.41M 1 0.38% Increased
127
Check Capital Management
Check Capital Management
California
$62M +$1.19M 1 3.95% Increased
128
STRS Ohio
STRS Ohio
Ohio
$61.7M -$1.89M 2 0.28% Reduced
129
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$60.9M +$4.99M 1 0.19% Increased
130
Beck Mack & Oliver
Beck Mack & Oliver
New York
$60.9M -$682K 1 2.05% Reduced
131
Fisher Asset Management
Fisher Asset Management
Washington
$60.4M -$500M 1 0.09% Reduced
132
TD Asset Management
TD Asset Management
Ontario, Canada
$60M -$6.79M 1 0.09% Reduced
133
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$60M +$12.7M 1 2.17% Increased
134
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$59.6M -$578K 1 0.32% Reduced
135
Flossbach Von Storch
Flossbach Von Storch
Germany
$57.9M +$11.5M 1 0.66% Increased
136
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$57.5M +$11.7M 2 0.28% Increased
137
Nomura Asset Management
Nomura Asset Management
Japan
$57.1M +$6.46M 2 0.77% Increased
138
Lazard Asset Management
Lazard Asset Management
New York
$56.9M +$40.4M 1 0.11% Increased
139
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$56.8M +$52.9M 2 0.52% Increased
140
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$56M +$727K 1 0.31% Increased
141
Eagle Asset Management
Eagle Asset Management
Florida
$55.9M +$17M 1 0.34% Increased
142
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$55.9M -$1.84M 1 0.65% Reduced
143
River Road Asset Management
River Road Asset Management
Kentucky
$53M -$10.3M 1 1.02% Reduced
144
PGGM Investments
PGGM Investments
Netherlands
$52.2M -$257K 1 0.27% Reduced
145
OppenheimerFunds
OppenheimerFunds
New York
$51.9M +$1.03M 1 0.06% Increased
146
CI Investments Inc
CI Investments Inc
Ontario, Canada
$51.7M -$11.5M 1 0.56% Reduced
147
Equity Investment Corp
Equity Investment Corp
Georgia
$51.6M -$5.71M 1 1.76% Reduced
148
Aviva
Aviva
United Kingdom
$51.5M +$1.13M 1 0.29% Increased
149
Neuberger Berman Group
Neuberger Berman Group
New York
$51.4M -$10.6M 1 0.07% Reduced
150
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$50.4M $0 1 2.39% Maintained