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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
Davenport & Co
Davenport & Co
Virginia
$85.8M -$666K 1 0.7% Reduced
127
Natixis Advisors
Natixis Advisors
Massachusetts
$84.8M -$25M 2 0.32% Reduced
128
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$84.4M +$213K 1 5.04% Increased
129
Smead Capital Management
Smead Capital Management
Arizona
$83.6M +$7.64M 1 1.79% Increased
130
Capital World Investors
Capital World Investors
California
$82.1M $0 1 0.02% Maintained
131
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$81.5M -$1.62M 1 0.36% Reduced
132
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$81.1M -$5.37M 2 0.44% Reduced
133
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$79.1M +$1.49M 1 0.83% Increased
134
CIBC World Market
CIBC World Market
Ontario, Canada
$78.1M +$4.13M 1 0.28% Increased
135
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$76.9M +$72.3M 1 0.53% Increased
136
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$76M +$28.2M 1 1.17% Increased
137
ClearBridge Investments
ClearBridge Investments
New York
$75.7M +$2.6M 1 0.07% Increased
138
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$75.5M -$7.5M 3 0.12% Reduced
139
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$75.2M +$700K 2 0.28% Increased
140
AGF Management
AGF Management
Ontario, Canada
$75M +$79.8M 1 0.54% New
141
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$74.2M -$566K 2 0.32% Reduced
142
AQR Capital Management
AQR Capital Management
Connecticut
$73.1M -$18.5M 2 0.17% Reduced
143
Chevy Chase Trust
Chevy Chase Trust
Maryland
$71.3M -$4.93M 1 0.3% Reduced
144
Robeco Schweiz
Robeco Schweiz
Switzerland
$71.3M -$92.4K 2 1.3% Reduced
145
ING Group
ING Group
Netherlands
$71.1M +$21.2M 1 0.71% Increased
146
Jane Street
Jane Street
New York
$70.6M +$3.31M 3 0.03% Increased
147
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$69.8M +$17.3M 1 0.54% Increased
148
ORIO
Old Republic International (ORI)
Illinois
$69.8M -$936K 1 2.19% Reduced
149
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$69.6M -$11.5M 1 0.2% Reduced
150
VOYA Investment Management
VOYA Investment Management
Georgia
$68.4M -$6.06M 2 0.08% Reduced