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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
151
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111M +$1.2M 1 3.39% Increased
152
USS Investment Management
USS Investment Management
United Kingdom
$108M $0 1 2.03% Maintained
153
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$107M +$74.3M 1 1.04% Increased
154
Teachers Advisors
Teachers Advisors
New York
$107M -$43M 3 0.27% Reduced
155
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$105M +$102M 1 0.64% New
156
Bahl & Gaynor
Bahl & Gaynor
Ohio
$104M +$4.54M 1 1.88% Increased
157
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$104M +$26.8M 2 0.06% Increased
158
TD Asset Management
TD Asset Management
Ontario, Canada
$102M -$9.4M 1 0.2% Reduced
159
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$101M -$4.04M 1 0.54% Reduced
160
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$101M -$2.13M 1 1.6% Reduced
161
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$100M +$20.7M 1 0.28% Increased
162
Two Sigma Investments
Two Sigma Investments
New York
$96.9M +$51.9M 3 0.62% Increased
163
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$95.4M -$8.43M 1 0.8% Reduced
164
KeyBank National Association
KeyBank National Association
Ohio
$93.6M -$65.8M 1 0.64% Reduced
165
AT
Alliance Trust
United Kingdom
$93.6M $0 1 6.9% Maintained
166
QI
Qualcomm Inc
California
$93.1M +$90.6M 1 4.2% New
167
Fred Alger Management
Fred Alger Management
New York
$91.3M -$1.84M 1 0.51% Reduced
168
Canada Life
Canada Life
Manitoba, Canada
$90.9M +$48.2M 1 0.36% Increased
169
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$89.8M +$2.77M 1 1.41% Increased
170
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$89M -$1.86M 1 0.82% Reduced
171
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$88.2M -$37.7M 1 0.75% Reduced
172
Capital Guardian Trust
Capital Guardian Trust
California
$87.8M -$6.63M 1 0.61% Reduced
173
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$87.2M -$1.15M 1 0.56% Reduced
174
Suntrust Banks
Suntrust Banks
Georgia
$86.7M -$8.79M 1 0.34% Reduced
175
Chevy Chase Trust
Chevy Chase Trust
Maryland
$84.9M -$482K 1 0.69% Reduced