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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
Calamos Advisors
Calamos Advisors
Illinois
$95.6M -$44.6M 1 0.63% Reduced
152
Chevy Chase Trust
Chevy Chase Trust
Maryland
$94.7M -$1.5M 1 0.59% Reduced
153
TD Asset Management
TD Asset Management
Ontario, Canada
$94.5M +$9.53M 1 0.16% Increased
154
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$94.2M -$7.97M 1 0.78% Reduced
155
Comerica Bank
Comerica Bank
Texas
$93.6M +$41M 1 0.4% Increased
156
MC
Montag & Caldwell
Georgia
$92.5M -$57.3M 1 1.01% Reduced
157
Citigroup
Citigroup
New York
$92.3M +$32.8M 3 0.08% Increased
158
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$91.5M +$104K 1 2.03% Increased
159
QI
Qualcomm Inc
California
$91.2M -$1.75M 1 7.81% Reduced
160
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$91.1M -$1.05M 1 0.53% Reduced
161
DF Dent & Co
DF Dent & Co
Maryland
$91M -$4.72M 1 2.21% Reduced
162
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$89M +$3.8M 1 0.4% Increased
163
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$88M -$11M 1 0.73% Reduced
164
Glenmede Trust
Glenmede Trust
Pennsylvania
$87.6M +$7.81M 2 0.69% Increased
165
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$87.2M +$13.7M 1 1.21% Increased
166
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$86.5M -$2.11M 1 2.42% Reduced
167
Raymond James & Associates
Raymond James & Associates
Florida
$84.2M -$2.84M 3 0.41% Reduced
168
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$83.3M -$83.1M 1 0.04% Reduced
169
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$81M -$52.2M 1 0.52% Reduced
170
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$80.4M +$190K 1 0.91% Increased
171
AQR Capital Management
AQR Capital Management
Connecticut
$78.3M +$18.6M 2 0.16% Increased
172
USSCPF
United States Steel & Carnegie Pension Fund
New York
$77.4M $0 1 1.55% Maintained
173
MVP
Miller Value Partners
Florida
$77.1M -$174K 1 2.85% Reduced
174
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$76.9M -$2.87M 1 1.05% Reduced
175
VOYA Investment Management
VOYA Investment Management
Georgia
$76.2M -$412M 2 0.17% Reduced