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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
$67.1M +$90.1K 1 0.42% Increased
152
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$66.7M +$35.9M 1 0.85% Increased
153
ACI
AMP Capital Investors
Australia
$66.5M +$2.45M 1 0.4% Increased
154
PGGM Investments
PGGM Investments
Netherlands
$65.8M -$42.3M 1 0.34% Reduced
155
Regions Financial Corp
Regions Financial Corp
Alabama
$65.8M -$6.74M 1 0.81% Reduced
156
NFA
Nationwide Fund Advisors
Ohio
$64.4M +$9.83M 3 0.27% Increased
157
KeyBank National Association
KeyBank National Association
Ohio
$64M -$462K 2 0.4% Reduced
158
Hamlin Capital Management
Hamlin Capital Management
New York
$63.2M -$134K 1 2.83% Reduced
159
Aviva
Aviva
United Kingdom
$62.8M +$3.45M 1 0.38% Increased
160
Cambiar Investors
Cambiar Investors
Colorado
$61.1M -$29.1M 1 1.05% Reduced
161
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$60.5M -$1.76M 1 0.23% Reduced
162
Neuberger Berman Group
Neuberger Berman Group
New York
$60.4M -$876K 1 0.08% Reduced
163
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$59.5M +$24.8M 1 0.47% Increased
164
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$58.7M +$15.9M 1 0.75% Increased
165
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$58.6M +$90.8K 2 0.31% Increased
166
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$58.1M -$4.17M 1 0.54% Reduced
167
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$57.1M -$4.54M 1 0.32% Reduced
168
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$56.1M +$54.3M 1 0.17% Increased
169
Nordea Investment Management
Nordea Investment Management
Sweden
$55.9M +$3.98M 1 0.15% Increased
170
Tocqueville Asset Management
Tocqueville Asset Management
New York
$55.5M -$5.07M 1 0.71% Reduced
171
QI
Qualcomm Inc
California
$54.2M -$332K 1 56.34% Reduced
172
Fidelity International
Fidelity International
Bermuda
$53.7M +$291K 1 0.16% Increased
173
Panagora Asset Management
Panagora Asset Management
Massachusetts
$53M +$32.2M 2 0.24% Increased
174
Saturna Capital
Saturna Capital
Washington
$53M $0 1 1.86% Maintained
175
Great Lakes Advisors
Great Lakes Advisors
Illinois
$52.9M -$1.17M 1 1.39% Reduced