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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
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$55.9M -$9.96M 1 0.21% Reduced
152
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$55.9M +$56.7K 1 0.48% Increased
153
USSCPF
United States Steel & Carnegie Pension Fund
New York
$55.8M $0 1 1.29% Maintained
154
M&T Bank
M&T Bank
New York
$55.1M +$1.49M 1 0.37% Increased
155
KeyBank National Association
KeyBank National Association
Ohio
$54M -$2.77M 2 0.35% Reduced
156
H
Hexavest
Quebec, Canada
$53.9M -$1.3M 1 0.82% Reduced
157
Aviva
Aviva
United Kingdom
$53.9M +$6.31M 1 0.37% Increased
158
BB&T Securities
BB&T Securities
Virginia
$53.8M -$1.53M 1 0.83% Reduced
159
Coatue Management
Coatue Management
New York
$52.6M -$12.2M 1 0.75% Reduced
160
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.3M -$51.7K 1 0.34% Reduced
161
SCM
Snow Capital Management
Pennsylvania
$51.8M -$1.84M 2 2.43% Reduced
162
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$51.5M -$2.86M 2 0.8% Reduced
163
AGA
Altrinsic Global Advisors
Connecticut
$51.2M -$1.2M 1 1.45% Reduced
164
BRC
Blue Ridge Capital
New York
$50.7M $0 1 0.65% Maintained
165
QI
Qualcomm Inc
California
$50.2M -$1.89M 1 6.78% Reduced
166
Neuberger Berman Group
Neuberger Berman Group
New York
$49M +$47.3M 1 0.07% Increased
167
SEI Investments
SEI Investments
Pennsylvania
$48.7M -$353K 2 0.29% Reduced
168
Great Lakes Advisors
Great Lakes Advisors
Illinois
$48.3M +$5.8M 1 1.32% Increased
169
Korea Investment Corp
Korea Investment Corp
South Korea
$47.9M -$717K 1 0.29% Reduced
170
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$47.9M -$142K 1 0.35% Reduced
171
ACI
AMP Capital Investors
Australia
$47.7M +$1.99M 1 0.32% Increased
172
Pzena Investment Management
Pzena Investment Management
New York
$47.6M +$71.1K 1 0.3% Increased
173
Swedbank
Swedbank
Sweden
$47.4M -$3.94M 1 0.4% Reduced
174
National Pension Service
National Pension Service
South Korea
$47.3M +$2.06M 1 0.42% Increased
175
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$46.8M +$952K 2 1.5% Increased