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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
$144M +$1M 1 0.86% Increased
127
SEI Investments
SEI Investments
Pennsylvania
$144M -$656K 2 0.27% Reduced
128
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$143M +$28.3M 2 1.03% Increased
129
Capital World Investors
Capital World Investors
California
$137M $0 1 0.02% Maintained
130
Guggenheim Capital
Guggenheim Capital
Illinois
$136M +$17M 2 0.71% Increased
131
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$135M +$1.88M 1 1.2% Increased
132
Railway Pension Investments
Railway Pension Investments
United Kingdom
$135M +$31.6M 1 1.01% Increased
133
LPL Financial
LPL Financial
California
$134M -$9.14M 2 0.11% Reduced
134
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$134M -$3.29M 1 6.39% Reduced
135
TD Asset Management
TD Asset Management
Ontario, Canada
$133M +$641K 1 0.11% Increased
136
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$133M +$1.94M 2 0.6% Increased
137
F
FIFTHDELTA
United Kingdom
$132M +$116M 1 17.66% New
138
Panagora Asset Management
Panagora Asset Management
Massachusetts
$132M -$5.47M 1 0.7% Reduced
139
STRS Ohio
STRS Ohio
Ohio
$131M +$38.5M 2 0.46% Increased
140
Renaissance Technologies
Renaissance Technologies
New York
$130M -$517M 3 0.16% Reduced
141
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$130M -$65.4M 2 0.28% Reduced
142
Korea Investment Corp
Korea Investment Corp
South Korea
$129M +$11.6M 1 0.33% Increased
143
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$127M -$2.86M 2 0.43% Reduced
144
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$125M -$1.45M 2 0.36% Reduced
145
Chevy Chase Trust
Chevy Chase Trust
Maryland
$124M -$3.4M 1 0.4% Reduced
146
Candriam SCA
Candriam SCA
Luxembourg
$124M -$29.8M 2 0.79% Reduced
147
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$122M +$3.16M 2 0.49% Increased
148
Man Group
Man Group
United Kingdom
$121M -$70.7M 2 0.39% Reduced
149
ORIO
Old Republic International (ORI)
Illinois
$120M $0 1 2.27% Maintained
150
Two Sigma Investments
Two Sigma Investments
New York
$119M -$232M 1 0.25% Reduced