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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
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$83.8M -$90.7M 3 0.13% Reduced
127
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$82.6M -$11.2M 1 0.27% Reduced
128
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$79.8M +$97.1M 1 0.94% New
129
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$79.2M -$7.26M 2 0.61% Reduced
130
Smead Capital Management
Smead Capital Management
Arizona
$78.6M +$1.51M 1 2.04% Increased
131
Chevy Chase Trust
Chevy Chase Trust
Maryland
$78.1M +$1.27M 1 0.33% Increased
132
Capital Wealth Planning
Capital Wealth Planning
Florida
$77.2M +$93.9M 1 1.41% New
133
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$77.1M -$20.2M 2 0.24% Reduced
134
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$76.8M +$982K 2 0.35% Increased
135
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$76.7M -$13.5M 1 0.14% Reduced
136
CIBC World Market
CIBC World Market
Ontario, Canada
$76.3M +$2.54M 1 0.29% Increased
137
AustralianSuper
AustralianSuper
Australia
$76M -$7.66M 1 0.54% Reduced
138
Candriam SCA
Candriam SCA
Luxembourg
$75.8M +$2.31M 2 0.53% Increased
139
VOYA Investment Management
VOYA Investment Management
Georgia
$75.7M +$19.8M 2 0.09% Increased
140
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$75.7M -$541K 2 0.31% Reduced
141
SEI Investments
SEI Investments
Pennsylvania
$75.7M -$6.35M 2 0.17% Reduced
142
ClearBridge Investments
ClearBridge Investments
New York
$75.2M +$2.5M 1 0.08% Increased
143
Point72 Asset Management
Point72 Asset Management
Connecticut
$74.5M -$496K 2 0.3% Reduced
144
KBC Group
KBC Group
Belgium
$74.4M -$9.14M 2 0.39% Reduced
145
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$74M +$90M 1 0.84% New
146
ORIO
Old Republic International (ORI)
Illinois
$72.6M $0 1 2.41% Maintained
147
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$72.1M -$1.83M 1 0.67% Reduced
148
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$70.6M -$4.85M 1 0.74% Reduced
149
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$70.3M -$36.5M 1 0.66% Reduced
150
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$69.7M +$1.41M 3 0.18% Increased