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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
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$104M -$38.7M 1 0.17% Reduced
127
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$101M +$46.7M 1 0.3% Increased
128
Smead Capital Management
Smead Capital Management
Arizona
$99.5M +$2.36M 1 1.98% Increased
129
Davenport & Co
Davenport & Co
Virginia
$99M -$444K 1 0.78% Reduced
130
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$98.2M +$278K 1 5.49% Increased
131
Jennison Associates
Jennison Associates
New York
$96.7M -$7.22M 1 0.09% Reduced
132
Capital World Investors
Capital World Investors
California
$95.3M $0 1 0.02% Maintained
133
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$94.7M +$42.6M 2 0.2% Increased
134
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$92.2M +$395K 1 0.92% Increased
135
NSLI
Nan Shan Life Insurance
Taiwan
$92M +$36.3M 1 2.19% Increased
136
Allspring Global Investments
Allspring Global Investments
North Carolina
$91.3M -$32.3M 2 0.15% Reduced
137
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$90.8M -$3.68M 1 0.39% Reduced
138
SEI Investments
SEI Investments
Pennsylvania
$90.4M +$12.8M 2 0.17% Increased
139
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$90M +$13.7M 1 0.73% Increased
140
ClearBridge Investments
ClearBridge Investments
New York
$89.8M +$1.91M 1 0.09% Increased
141
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$89.4M -$4.57M 2 0.47% Reduced
142
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$88.3M +$52K 1 1.37% Increased
143
Natixis
Natixis
France
$87.4M -$119M 2 0.79% Reduced
144
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$87.1M -$16.3M 1 0.13% Reduced
145
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$86.1M -$573K 2 0.31% Reduced
146
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$85.7M -$3.35M 1 0.54% Reduced
147
Corient Private Wealth
Corient Private Wealth
Florida
$85.1M +$9.92M 1 0.23% Increased
148
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$84.7M -$1.39M 1 0.35% Reduced
149
CIBC World Market
CIBC World Market
Ontario, Canada
$83.4M -$7.08M 1 0.28% Reduced
150
Chevy Chase Trust
Chevy Chase Trust
Maryland
$83.1M +$290K 1 0.33% Increased