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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
William Blair & Company
William Blair & Company
Illinois
$89.3M -$71.6M 1 0.14% Reduced
152
Canada Life
Canada Life
Manitoba, Canada
$88.8M -$23.7M 1 0.3% Reduced
153
Nordea Investment Management
Nordea Investment Management
Sweden
$86.8M -$3.66M 1 0.31% Reduced
154
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$85.3M +$289K 1 0.49% Increased
155
Glenmede Trust
Glenmede Trust
Pennsylvania
$84.9M +$3.19M 2 0.62% Increased
156
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$83.2M +$1.86M 1 0.35% Increased
157
OppenheimerFunds
OppenheimerFunds
New York
$82.3M +$12M 2 0.09% Increased
158
QI
Qualcomm Inc
California
$81.6M -$3.49M 1 11.37% Reduced
159
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$81.2M -$6.77M 1 0.67% Reduced
160
Winton Group
Winton Group
United Kingdom
$81.1M +$26.3M 1 0.65% Increased
161
DnB Asset Management
DnB Asset Management
Norway
$75.6M +$67M 1 1.68% Increased
162
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$73M -$42.6M 2 0.39% Reduced
163
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$73M +$10.7M 1 1.68% Increased
164
Coatue Management
Coatue Management
New York
$72.5M +$58.1M 1 0.69% New
165
USSCPF
United States Steel & Carnegie Pension Fund
New York
$72.2M $0 1 1.47% Maintained
166
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$71.5M -$4.15M 1 0.43% Reduced
167
SAM
Sawgrass Asset Management
Florida
$70.3M -$737K 1 3.23% Reduced
168
VOYA Investment Management
VOYA Investment Management
Georgia
$70.2M -$1.41M 2 0.16% Reduced
169
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$70M -$12.3M 1 0.63% Reduced
170
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$69.8M +$845K 2 0.54% Increased
171
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$69.4M +$3.82M 1 1.82% Increased
172
AWM
Ashmore Wealth Management
Delaware
$69.3M -$141M 1 1.52% Reduced
173
FTCM
Fir Tree Capital Management
New York
$69.3M $0 1 0.99% Maintained
174
SRS Investment Management
SRS Investment Management
New York
$69.3M +$70.5M 1 2.74% New
175
Millennium Management
Millennium Management
New York
$69.3M +$61.4M 3 0.13% Increased