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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
Westfield Capital Management
Westfield Capital Management
Massachusetts
$101M +$111M 1 0.61% New
127
Waverton Investment Management
Waverton Investment Management
United Kingdom
$99M +$4.63M 1 3.9% Increased
128
Panagora Asset Management
Panagora Asset Management
Massachusetts
$97.3M +$14.2M 1 0.52% Increased
129
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$96.9M -$448K 1 5.2% Reduced
130
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$96.9M -$44.9M 1 0.15% Reduced
131
Capital World Investors
Capital World Investors
California
$96.3M $0 1 0.02% Maintained
132
PGGM Investments
PGGM Investments
Netherlands
$94.5M +$19.5M 1 0.49% Increased
133
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$93.9M -$1.48M 1 0.87% Reduced
134
TD Asset Management
TD Asset Management
Ontario, Canada
$93.5M +$1.11M 1 0.1% Increased
135
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$92.8M +$3.95M 2 0.46% Increased
136
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$91.8M -$996K 3 0.33% Reduced
137
Chevy Chase Trust
Chevy Chase Trust
Maryland
$90.2M -$3.7M 1 0.31% Reduced
138
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$89.9M -$1.1M 2 0.28% Reduced
139
Driehaus Capital Management
Driehaus Capital Management
Illinois
$89.9M +$41M 1 1.07% Increased
140
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$88.9M -$519K 2 0.05% Reduced
141
ORIO
Old Republic International (ORI)
Illinois
$84.4M $0 1 1.76% Maintained
142
KBC Group
KBC Group
Belgium
$84.2M -$3.65M 2 0.31% Reduced
143
Davenport & Co
Davenport & Co
Virginia
$83.7M +$1.38M 1 0.59% Increased
144
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$83M +$2.74M 2 0.41% Increased
145
Guggenheim Capital
Guggenheim Capital
Illinois
$82.6M +$4.93M 2 0.5% Increased
146
Korea Investment Corp
Korea Investment Corp
South Korea
$81.5M +$3.05M 1 0.24% Increased
147
Regions Financial Corp
Regions Financial Corp
Alabama
$80.3M -$2.54M 1 0.69% Reduced
148
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$79.2M +$9.4M 1 0.9% Increased
149
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$77.9M -$1.76M 2 0.6% Reduced
150
Commerce Bank
Commerce Bank
Missouri
$77.4M +$1.54M 1 0.55% Increased