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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
Canada Life
Canada Life
Manitoba, Canada
$47.8M -$5.22M 1 0.14% Reduced
127
Swiss Life Asset Management
Swiss Life Asset Management
$47.6M +$993K 1 0.97% Increased
128
Saturna Capital
Saturna Capital
Washington
$47.5M -$75.6K 1 1.6% Reduced
129
Neuberger Berman Group
Neuberger Berman Group
New York
$47.3M +$3.98M 1 0.07% Increased
130
River Road Asset Management
River Road Asset Management
Kentucky
$47.3M -$5M 1 1.16% Reduced
131
Check Capital Management
Check Capital Management
California
$45.7M -$8.81M 1 2.46% Reduced
132
Fisher Asset Management
Fisher Asset Management
Washington
$44.9M +$131K 1 0.06% Increased
133
CBT
Capital Bank & Trust
California
$44.5M -$3.6M 1 0.65% Reduced
134
Conning Inc
Conning Inc
Connecticut
$44.5M +$4.94M 1 1.51% Increased
135
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$44M -$684K 1 0.42% Reduced
136
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$43.7M -$9.52M 1 0.32% Reduced
137
Equity Investment Corp
Equity Investment Corp
Georgia
$43.3M -$2.98M 1 1.56% Reduced
138
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.3M -$13.5M 1 0.25% Reduced
139
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$42.9M -$11.7M 1 0.07% Reduced
140
Beck Mack & Oliver
Beck Mack & Oliver
New York
$42.7M -$11.1M 1 1.71% Reduced
141
Saba Capital Management
Saba Capital Management
New York
$42.4M +$27.2M 1 1.52% Increased
142
Baird Financial Group
Baird Financial Group
Wisconsin
$42.3M -$7.46M 2 0.29% Reduced
143
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$41.9M +$2.88M 1 0.36% Increased
144
Sterling Capital Management
Sterling Capital Management
North Carolina
$41.9M -$11M 1 0.45% Reduced
145
LCS
Levin Capital Strategies
New York
$41.7M +$44.3M 1 0.92% Increased
146
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.1M +$28.4M 2 0.06% Increased
147
VanEck Associates
VanEck Associates
New York
$41.1M -$12.2M 1 0.21% Reduced
148
Wedge Capital Management
Wedge Capital Management
North Carolina
$40.5M -$2.93M 1 0.5% Reduced
149
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$40.1M -$2.2M 1 0.44% Reduced
150
TGA
Trilogy Global Advisors
Florida
$39M -$43.3K 1 5.48% Reduced