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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
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$119M -$11.5M 1 0.46% Reduced
152
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$118M -$7.41M 1 0.67% Reduced
153
Westfield Capital Management
Westfield Capital Management
Massachusetts
$117M +$4.32M 1 0.69% Increased
154
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$111M +$3.72M 1 3.49% Increased
155
USS Investment Management
USS Investment Management
United Kingdom
$110M -$17.6M 1 1.89% Reduced
156
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$110M +$906K 1 0.89% Increased
157
QI
Qualcomm Inc
California
$110M -$5.74M 1 6.24% Reduced
158
KeyBank National Association
KeyBank National Association
Ohio
$108M +$135K 1 0.72% Increased
159
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$108M -$26.9K 1 0.6% Reduced
160
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$105M -$4.37M 1 0.59% Reduced
161
City National Bank
City National Bank
Delaware
$104M +$39.1M 1 0.95% Increased
162
WestEnd Advisors
WestEnd Advisors
North Carolina
$101M -$4.38M 1 4.95% Reduced
163
Cooperman Leon G
Cooperman Leon G
$101M -$59M 1 1.33% Reduced
164
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$100M +$5.17M 1 0.78% Increased
165
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$98.1M -$83.5M 3 0.09% Reduced
166
Chevy Chase Trust
Chevy Chase Trust
Maryland
$96.5M -$2.17M 1 0.67% Reduced
167
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$94M +$140K 1 2.76% Increased
168
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$92.8M +$12.1M 1 0.43% Increased
169
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$92.4M +$3.59M 2 0.84% Increased
170
Two Sigma Investments
Two Sigma Investments
New York
$92.1M +$91.2M 3 0.41% Increased
171
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$92M -$263K 1 0.78% Reduced
172
John W. Bristol & Co
John W. Bristol & Co
New York
$91.3M -$2.32M 1 1.55% Reduced
173
TD Asset Management
TD Asset Management
Ontario, Canada
$90.3M -$17.9M 1 0.15% Reduced
174
Raymond James & Associates
Raymond James & Associates
Florida
$89.9M +$4.69M 3 0.55% Increased
175
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$87.9M -$15.2M 3 0.04% Reduced