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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
$54.8M +$1.63M 1 0.19% Increased
152
PGGM Investments
PGGM Investments
Netherlands
$54.5M -$3.46M 1 0.28% Reduced
153
Nomura Asset Management
Nomura Asset Management
Japan
$53.9M +$17.5M 2 0.76% Increased
154
BAM
Brilliance Asset Management
Hong Kong
$53.9M +$54.5M 1 27.37% New
155
OppenheimerFunds
OppenheimerFunds
New York
$52.9M -$38.1M 1 0.06% Reduced
156
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$52.3M +$6.38M 1 2.55% Increased
157
Aviva
Aviva
United Kingdom
$52.3M -$3M 1 0.3% Reduced
158
Nuveen
Nuveen
North Carolina
$52.1M -$23.9M 1 0.31% Reduced
159
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$50.8M -$1.55M 1 0.39% Reduced
160
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$50.8M -$3.3M 2 0.24% Reduced
161
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$50M -$1.12M 1 0.46% Reduced
162
Flossbach Von Storch
Flossbach Von Storch
Germany
$48.4M +$22.9M 1 0.74% Increased
163
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$48.2M +$9.61M 2 0.36% Increased
164
Saturna Capital
Saturna Capital
Washington
$46.6M $0 1 1.58% Maintained
165
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$46.4M -$60M 1 0.24% Reduced
166
Eagle Asset Management
Eagle Asset Management
Florida
$46.3M -$768K 1 0.29% Reduced
167
Panagora Asset Management
Panagora Asset Management
Massachusetts
$45.9M -$825K 2 0.19% Reduced
168
Great Lakes Advisors
Great Lakes Advisors
Illinois
$45.5M -$1.02M 1 1.17% Reduced
169
Regions Financial Corp
Regions Financial Corp
Alabama
$45.3M -$12.6M 1 0.54% Reduced
170
VanEck Associates
VanEck Associates
New York
$44.6M +$13.2M 1 0.2% Increased
171
GCM
Gruss Capital Management
New York
$44.4M +$45M 1 3.25% New
172
HighTower Advisors
HighTower Advisors
Illinois
$44.4M +$13.1M 1 0.43% Increased
173
SCM
Snow Capital Management
Pennsylvania
$44.3M -$2.14M 1 2.07% Reduced
174
QI
Qualcomm Inc
California
$44.2M -$3.57M 1 58.14% Reduced
175
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$44M +$2.65M 1 3.94% Increased