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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
Glenmede Trust
Glenmede Trust
Pennsylvania
$77.7M +$1.06M 2 0.56% Increased
152
Sentry Investments
Sentry Investments
Ontario, Canada
$77.1M +$32.5M 1 0.9% Increased
153
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$75.3M -$1.91M 1 0.43% Reduced
154
Raymond James & Associates
Raymond James & Associates
Florida
$74.6M +$16.7M 2 0.29% Increased
155
MC
Montag & Caldwell
Georgia
$73.6M -$23.5M 1 1.05% Reduced
156
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$73.1M -$262K 1 0.61% Reduced
157
TGA
Trilogy Global Advisors
Florida
$73.1M +$55.3M 1 1.52% Increased
158
QI
Qualcomm Inc
California
$72.6M -$1.29M 1 8.2% Reduced
159
HP
Holowesko Partners
Bahamas
$72.4M +$78.9M 1 4.49% New
160
PP
PDT Partners
New York
$70.4M +$63.2M 2 1.84% Increased
161
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$69.4M +$3.79M 1 1.42% Increased
162
Comerica Bank
Comerica Bank
Texas
$68.2M +$34.9M 1 0.29% Increased
163
DnB Asset Management
DnB Asset Management
Norway
$67.3M -$1.08M 1 1.48% Reduced
164
Aviva
Aviva
United Kingdom
$67.1M -$43.2M 1 0.47% Reduced
165
William Blair & Company
William Blair & Company
Illinois
$66.9M -$15M 1 0.1% Reduced
166
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$66.5M +$3.6M 1 0.63% Increased
167
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$65.7M +$21.8M 1 0.48% Increased
168
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$65.4M +$2.96M 1 1.76% Increased
169
USSCPF
United States Steel & Carnegie Pension Fund
New York
$65.2M $0 1 1.36% Maintained
170
SAM
Sawgrass Asset Management
Florida
$65M +$1.62M 1 2.96% Increased
171
Gotham Asset Management
Gotham Asset Management
New York
$64.7M +$38.1M 1 0.54% Increased
172
TCM
TAM Capital Management
Connecticut
$64.4M +$56.5M 1 23.16% Increased
173
SRS Investment Management
SRS Investment Management
New York
$62.6M $0 1 1.88% Maintained
174
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$62.6M -$68.5M 2 0.17% Reduced
175
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$62.4M -$2.35M 1 0.33% Reduced