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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
H
Hexavest
Quebec, Canada
$52.7M +$2.31M 1 0.79% Increased
152
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$52M +$32.4M 2 0.87% Increased
153
Raymond James & Associates
Raymond James & Associates
Florida
$51.5M +$2.05M 2 0.17% Increased
154
M&T Bank
M&T Bank
New York
$51.1M +$3.92M 1 0.35% Increased
155
SCM
Snow Capital Management
Pennsylvania
$51.1M +$1.68M 1 2.25% Increased
156
Seizert Capital Partners
Seizert Capital Partners
Michigan
$50.5M +$6.22M 1 1.72% Increased
157
Hamlin Capital Management
Hamlin Capital Management
New York
$50.3M +$48M 1 2.54% New
158
Credit Agricole
Credit Agricole
France
$50.1M -$8.18M 2 0.24% Reduced
159
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$50.1M +$33.2M 2 0.33% Increased
160
AGA
Altrinsic Global Advisors
Connecticut
$50M +$6.46M 1 1.4% Increased
161
Nuveen
Nuveen
North Carolina
$50M +$11.3M 2 0.26% Increased
162
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$50M -$3.28M 1 0.33% Reduced
163
QI
Qualcomm Inc
California
$49.7M -$4.39M 1 6.86% Reduced
164
Swedbank
Swedbank
Sweden
$49M -$41.4M 1 0.4% Reduced
165
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$47.9M +$2.05M 1 0.45% Increased
166
Tocqueville Asset Management
Tocqueville Asset Management
New York
$47.4M +$2.35M 1 0.63% Increased
167
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$46.8M +$3.29M 2 0.2% Increased
168
SEI Investments
SEI Investments
Pennsylvania
$46.8M +$8.51M 1 0.29% Increased
169
Korea Investment Corp
Korea Investment Corp
South Korea
$46.5M +$10.1M 1 0.34% Increased
170
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$45.9M +$8.26M 1 0.35% Increased
171
Regions Financial Corp
Regions Financial Corp
Alabama
$45.6M +$5.15M 1 0.6% Increased
172
Pzena Investment Management
Pzena Investment Management
New York
$45.4M +$260K 1 0.28% Increased
173
Aviva
Aviva
United Kingdom
$45.3M -$981K 1 0.34% Reduced
174
River Road Asset Management
River Road Asset Management
Kentucky
$45.2M -$22.9M 1 0.81% Reduced
175
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$45.1M -$1.38M 1 0.85% Reduced