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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
KBC Group
KBC Group
Belgium
$78.1M +$30M 2 0.32% Increased
152
Prudential plc
Prudential plc
United Kingdom
$77.8M -$11.5M 1 0.54% Reduced
153
Davenport & Co
Davenport & Co
Virginia
$77.3M -$484K 1 0.73% Reduced
154
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$76.8M +$21.3M 2 0.5% Increased
155
Commerce Bank
Commerce Bank
Missouri
$73.6M +$12.7M 1 0.56% Increased
156
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$72.3M -$1.49M 3 0.2% Reduced
157
STRS Ohio
STRS Ohio
Ohio
$71.1M -$2.1M 3 0.27% Reduced
158
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$70.9M +$332K 1 0.15% Increased
159
Guggenheim Capital
Guggenheim Capital
Illinois
$70.8M -$8.34M 2 0.47% Reduced
160
Jennison Associates
Jennison Associates
New York
$70.6M -$75.9M 1 0.05% Reduced
161
Railway Pension Investments
Railway Pension Investments
United Kingdom
$70.2M +$13.4M 1 0.65% Increased
162
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$69.4M +$3.49M 2 0.39% Increased
163
Mariner
Mariner
Kansas
$69.3M +$578K 1 0.48% Increased
164
PAM
Private Asset Management
California
$68.8M +$1.73M 1 9.63% Increased
165
Storebrand Asset Management
Storebrand Asset Management
Norway
$68.1M +$4.31M 1 0.36% Increased
166
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$68M -$3.61M 1 0.38% Reduced
167
Franklin Resources
Franklin Resources
California
$67.5M -$1.58M 1 0.03% Reduced
168
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$65.9M +$8.38M 1 0.31% Increased
169
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$65.5M +$264K 1 0.41% Increased
170
Aviva
Aviva
United Kingdom
$64.7M +$1.08M 1 0.32% Increased
171
Aberdeen Group
Aberdeen Group
United Kingdom
$64.3M -$2.49M 1 0.15% Reduced
172
AIG
American International Group
New York
$63.9M -$2.61M 3 0.22% Reduced
173
Beck Mack & Oliver
Beck Mack & Oliver
New York
$63.4M -$2.48M 1 1.96% Reduced
174
Wolverine Trading
Wolverine Trading
Illinois
$62.4M +$44.8M 2 0.09% Increased
175
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$57.9M -$124K 1 0.03% Reduced