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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
USSCPF
United States Steel & Carnegie Pension Fund
New York
$56M $0 1 1.24% Maintained
152
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$55.7M -$129M 1 0.05% Reduced
153
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$55M -$2.29M 1 0.56% Reduced
154
SAM
Sawgrass Asset Management
Florida
$54.8M -$1.05M 1 2.69% Reduced
155
Sentry Investments
Sentry Investments
Ontario, Canada
$54.6M -$12.8M 1 0.66% Reduced
156
Wasatch Advisors
Wasatch Advisors
Utah
$53.9M -$20.6M 1 0.72% Reduced
157
SRS Investment Management
SRS Investment Management
New York
$53.7M $0 1 1.78% Maintained
158
CC
Coastland Capital
California
$52.7M +$297K 1 1.55% Increased
159
Janus Henderson Group
Janus Henderson Group
$52.4M -$16.7M 1 0.46% Reduced
160
M&T Bank
M&T Bank
New York
$52.4M +$2.54M 2 0.36% Increased
161
Glenmede Trust
Glenmede Trust
Pennsylvania
$51.5M -$16.7M 2 0.38% Reduced
162
NFA
Nationwide Fund Advisors
Ohio
$51.4M -$15.5M 3 0.23% Reduced
163
H
Hexavest
Quebec, Canada
$51.2M +$2.31M 1 0.89% Increased
164
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$50.4M -$6.67M 1 0.41% Reduced
165
BB&T Securities
BB&T Securities
Virginia
$50M -$1.72M 1 1.1% Reduced
166
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$49.9M -$1.23M 1 0.89% Reduced
167
First Trust Advisors
First Trust Advisors
Illinois
$49.7M +$7.85M 2 0.14% Increased
168
Aviva
Aviva
United Kingdom
$49.6M -$8.73M 1 0.41% Reduced
169
Baird Financial Group
Baird Financial Group
Wisconsin
$49.6M +$7.73M 1 0.53% Increased
170
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$49.4M -$2.64M 1 0.3% Reduced
171
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$48.9M +$1.67M 2 0.39% Increased
172
ClearBridge Investments
ClearBridge Investments
New York
$48.8M -$54M 1 0.06% Reduced
173
Marshall Wace
Marshall Wace
United Kingdom
$48.5M +$37.6M 1 0.6% Increased
174
Natixis Advisors
Natixis Advisors
Massachusetts
$48M +$8.34M 1 0.83% Increased
175
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$47.7M +$44.8M 2 0.29% Increased