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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
M&T Bank
M&T Bank
New York
$70.4M -$21.8K 1 0.45% Reduced
152
BB&T Securities
BB&T Securities
Virginia
$69.9M +$1.01M 1 1.04% Increased
153
KeyBank National Association
KeyBank National Association
Ohio
$67.8M -$1.09M 2 0.43% Reduced
154
Korea Investment Corp
Korea Investment Corp
South Korea
$66.7M +$4.74M 1 0.36% Increased
155
Hamlin Capital Management
Hamlin Capital Management
New York
$66.6M -$29.4M 1 3.08% Reduced
156
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$66.5M +$17.3M 2 0.32% Increased
157
Prudential plc
Prudential plc
United Kingdom
$66M -$4.94M 1 0.25% Reduced
158
National Pension Service
National Pension Service
South Korea
$65.8M +$4.69M 1 0.53% Increased
159
ACI
AMP Capital Investors
Australia
$65.4M +$4.85M 1 0.4% Increased
160
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$65.3M -$5.44M 1 0.23% Reduced
161
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$65.3M -$5.43M 1 0.58% Reduced
162
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$65.1M +$16.9M 1 0.72% Increased
163
Neuberger Berman Group
Neuberger Berman Group
New York
$64.4M +$1.49M 1 0.09% Increased
164
H
Hexavest
Quebec, Canada
$63.8M -$4.59M 1 1.09% Reduced
165
Tocqueville Asset Management
Tocqueville Asset Management
New York
$63.5M -$13.8M 1 0.76% Reduced
166
Aviva
Aviva
United Kingdom
$62.5M -$5.72M 1 0.39% Reduced
167
SCM
Snow Capital Management
Pennsylvania
$62.4M -$3.24M 1 2.8% Reduced
168
First Eagle Investment Management
First Eagle Investment Management
New York
$61.8M +$20.6M 1 0.16% Increased
169
Citigroup
Citigroup
New York
$61.7M -$44.9M 2 0.06% Reduced
170
Appaloosa LP
Appaloosa LP
New Jersey
$61.6M +$54.7M 1 1.4% New
171
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$61.3M +$4.02M 1 0.36% Increased
172
Pzena Investment Management
Pzena Investment Management
New York
$60.5M -$334K 1 0.37% Reduced
173
Coatue Management
Coatue Management
New York
$59.4M -$14.3M 1 0.73% Reduced
174
PointState Capital
PointState Capital
New York
$59.3M +$52.7M 1 0.61% New
175
Swedbank
Swedbank
Sweden
$58.8M -$1.6M 1 0.48% Reduced