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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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$54.7M -$14.9M 2 0.28% Reduced
127
Walleye Trading
Walleye Trading
New York
$54.5M +$54.2M 2 0.29% Increased
128
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$53.6M +$8.39M 1 0.11% Increased
129
Regions Financial Corp
Regions Financial Corp
Alabama
$51.8M +$1.71M 2 0.58% Increased
130
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$51.2M $0 1 2.18% Maintained
131
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$51.1M +$2.75M 1 0.37% Increased
132
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$50.2M +$310K 1 3.86% Increased
133
TD Asset Management
TD Asset Management
Ontario, Canada
$50.1M -$524K 1 0.08% Reduced
134
CLM
ClearBridge LLC (Maryland)
Maryland
$49.7M -$1.52M 1 0.83% Reduced
135
Sterling Capital Management
Sterling Capital Management
North Carolina
$49.6M -$116K 1 0.46% Reduced
136
Equity Investment Corp
Equity Investment Corp
Georgia
$47.6M -$807K 1 1.55% Reduced
137
Saturna Capital
Saturna Capital
Washington
$47.2M +$16.7K 1 1.51% Increased
138
PFC
Poplar Forest Capital
California
$47.2M +$28.7M 1 3.96% Increased
139
DnB Asset Management
DnB Asset Management
Norway
$46.6M +$6.47M 1 0.55% Increased
140
Macquarie Group
Macquarie Group
Australia
$46.6M +$35.8M 1 0.08% Increased
141
TGA
Trilogy Global Advisors
Florida
$45.6M +$9.05M 1 4.5% Increased
142
Guggenheim Capital
Guggenheim Capital
Illinois
$45.5M -$55.8M 2 0.3% Reduced
143
Becker Capital Management
Becker Capital Management
Oregon
$45.2M +$12.7M 1 1.5% Increased
144
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$45M -$517K 1 0.4% Reduced
145
ORIO
Old Republic International (ORI)
Illinois
$44.3M $0 1 1.37% Maintained
146
ALPS Advisors
ALPS Advisors
Colorado
$44.2M +$888K 2 0.29% Increased
147
Fisher Asset Management
Fisher Asset Management
Washington
$43.5M +$1.91M 1 0.06% Increased
148
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$43.5M -$55.8M 1 0.16% Reduced
149
Conning Inc
Conning Inc
Connecticut
$43.3M +$4.98M 1 1.32% Increased
150
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$43.1M +$32.7M 1 0.39% Increased