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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
Sterling Capital Management
Sterling Capital Management
North Carolina
$54.2M -$44.5M 1 0.49% Reduced
152
OppenheimerFunds
OppenheimerFunds
New York
$54M -$26.5M 1 0.07% Reduced
153
Nomura Holdings
Nomura Holdings
Japan
$53.3M +$34.4M 1 0.09% Increased
154
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$53.1M -$130M 1 0.1% Reduced
155
PointState Capital
PointState Capital
New York
$52.8M +$50M 1 0.51% New
156
Saturna Capital
Saturna Capital
Washington
$52.8M $0 1 1.62% Maintained
157
Aviva
Aviva
United Kingdom
$52.6M -$7.2M 1 0.3% Reduced
158
Farallon Capital Management
Farallon Capital Management
California
$50.6M +$42.7M 1 0.41% Increased
159
ORIO
Old Republic International (ORI)
Illinois
$50.5M $0 1 1.6% Maintained
160
VanEck Associates
VanEck Associates
New York
$50.4M +$2.29M 1 0.25% Increased
161
Jane Street
Jane Street
New York
$50.3M -$25.4M 2 0.14% Reduced
162
KBC Group
KBC Group
Belgium
$50.3M +$36.9M 1 0.43% Increased
163
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$49.7M -$1.93M 2 0.34% Reduced
164
SCM
Snow Capital Management
Pennsylvania
$49.7M -$2.56M 1 2.21% Reduced
165
APG Asset Management
APG Asset Management
Netherlands
$48.7M -$435K 1 0.09% Reduced
166
ACI
AMP Capital Investors
Australia
$48.1M -$1.1M 1 0.26% Reduced
167
ALPS Advisors
ALPS Advisors
Colorado
$47.8M +$45.3M 1 0.33% New
168
Pzena Investment Management
Pzena Investment Management
New York
$47.6M +$18.4K 1 0.23% Increased
169
Tocqueville Asset Management
Tocqueville Asset Management
New York
$46.9M +$1.04M 1 0.53% Increased
170
AIG
American International Group
New York
$46.6M +$1.78M 3 0.15% Increased
171
CLM
ClearBridge LLC (Maryland)
Maryland
$46M -$35.1M 1 0.96% Reduced
172
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$45.5M +$9.36M 1 0.32% Increased
173
TPCM
Tide Point Capital Management
Connecticut
$45.3M -$9.32M 1 3.09% Reduced
174
DnB Asset Management
DnB Asset Management
Norway
$45.1M +$31.1M 1 0.54% Increased
175
KeyBank National Association
KeyBank National Association
Ohio
$45.1M -$7.55M 1 0.26% Reduced