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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
Regions Financial Corp
Regions Financial Corp
Alabama
$86.5M +$2.77M 1 0.94% Increased
127
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$86.1M +$520K 1 0.22% Increased
128
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$85.9M +$43.5M 1 0.4% Increased
129
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$84.8M +$42.6M 1 1.05% Increased
130
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$84.2M +$8.09M 1 2.52% Increased
131
SEI Investments
SEI Investments
Pennsylvania
$83.5M -$11.3M 2 0.24% Reduced
132
Russell Investments Group
Russell Investments Group
United Kingdom
$83.4M -$23.3M 3 0.18% Reduced
133
AQR Capital Management
AQR Capital Management
Connecticut
$83.3M -$181M 2 0.14% Reduced
134
Hamlin Capital Management
Hamlin Capital Management
New York
$82.7M +$5.86M 1 4.37% Increased
135
Bahl & Gaynor
Bahl & Gaynor
Ohio
$82.7M +$75.1M 1 0.59% New
136
SIG
Senator Investment Group
New York
$82.4M +$74.8M 1 2.4% New
137
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$80.5M +$18.3M 2 0.4% Increased
138
ORIO
Old Republic International (ORI)
Illinois
$78.5M -$214K 1 2.15% Reduced
139
Panagora Asset Management
Panagora Asset Management
Massachusetts
$77.4M -$8.83M 2 0.48% Reduced
140
STRS Ohio
STRS Ohio
Ohio
$76.9M -$12.2M 2 0.32% Reduced
141
ACI
AMP Capital Investors
Australia
$76.4M -$6.85M 1 0.45% Reduced
142
CIBC World Markets
CIBC World Markets
New York
$75.9M +$38.6M 1 0.74% Increased
143
Korea Investment Corp
Korea Investment Corp
South Korea
$75.9M -$12.1M 1 0.27% Reduced
144
Aberdeen Group
Aberdeen Group
United Kingdom
$75.4M -$3.54M 1 0.2% Reduced
145
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$74.1M +$791K 2 0.41% Increased
146
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$73.8M -$3.93M 1 0.48% Reduced
147
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$73.6M +$412K 1 0.18% Increased
148
Asset Management One
Asset Management One
Japan
$73.1M -$2.99M 2 0.34% Reduced
149
NSLI
Nan Shan Life Insurance
Taiwan
$71M +$24.1M 2 1.87% Increased
150
Natixis
Natixis
France
$70.2M +$54M 2 0.52% Increased