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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
TA
Trivest Advisors
Hong Kong
$142M +$130M 1 5% New
127
Guggenheim Capital
Guggenheim Capital
Illinois
$138M +$6.08M 2 0.97% Increased
128
NSLI
Nan Shan Life Insurance
Taiwan
$137M -$6.02M 1 3.23% Reduced
129
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$136M -$13.8M 2 0.25% Reduced
130
Smead Capital Management
Smead Capital Management
Arizona
$132M +$4.98M 1 2.06% Increased
131
M&G plc
M&G plc
United Kingdom
$129M +$118M 1 0.49% New
132
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$127M -$3.42M 1 5.94% Reduced
133
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$127M +$158K 1 0.49% Increased
134
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$123M -$225M 1 0.25% Reduced
135
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$122M -$30.6M 1 0.19% Reduced
136
Storebrand Asset Management
Storebrand Asset Management
Norway
$119M -$2.8M 1 0.41% Reduced
137
SEI Investments
SEI Investments
Pennsylvania
$119M +$7.67M 2 0.17% Increased
138
Korea Investment Corp
Korea Investment Corp
South Korea
$117M +$3.24M 1 0.3% Increased
139
Baird Financial Group
Baird Financial Group
Wisconsin
$116M -$8.65M 1 0.24% Reduced
140
Pictet Asset Management
Pictet Asset Management
Switzerland
$116M -$36.9M 2 0.13% Reduced
141
Corient Private Wealth
Corient Private Wealth
Florida
$115M -$2.24M 1 0.21% Reduced
142
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$114M +$2.49M 2 0.4% Increased
143
VOYA Investment Management
VOYA Investment Management
Georgia
$112M +$528K 2 0.11% Increased
144
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$110M +$6.68M 3 0.18% Increased
145
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$110M +$788K 2 0.33% Increased
146
TC
Tairen Capital
Hong Kong
$107M +$45.8M 1 6.53% Increased
147
Tocqueville Asset Management
Tocqueville Asset Management
New York
$106M -$5.95M 1 1.73% Reduced
148
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$106M -$1.21M 1 0.27% Reduced
149
Chevy Chase Trust
Chevy Chase Trust
Maryland
$105M -$610K 1 0.34% Reduced
150
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$104M +$1.76M 2 0.19% Increased