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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
PGGM Investments
PGGM Investments
Netherlands
$85.1M -$22.6M 1 0.36% Reduced
152
Commerce Bank
Commerce Bank
Missouri
$84.2M +$4.63M 1 0.6% Increased
153
CI Investments Inc
CI Investments Inc
Ontario, Canada
$81.8M -$11.6M 1 0.3% Reduced
154
River Road Asset Management
River Road Asset Management
Kentucky
$81.5M +$52M 1 0.88% Increased
155
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$81.1M +$38.2M 1 0.48% Increased
156
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$80.6M -$1.47M 2 0.44% Reduced
157
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$80.2M +$2.26M 2 0.2% Increased
158
CIBC World Market
CIBC World Market
Ontario, Canada
$80M -$4.5M 1 0.22% Reduced
159
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$79.5M +$67.7M 2 0.1% Increased
160
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$78.3M -$6.41M 1 0.81% Reduced
161
Mariner
Mariner
Kansas
$77M +$2.16M 1 0.48% Increased
162
Railway Pension Investments
Railway Pension Investments
United Kingdom
$75.7M +$13.5K 1 0.63% Increased
163
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$75M +$1.58M 1 0.38% Increased
164
Penserra Capital Management
Penserra Capital Management
California
$73.6M +$16.8M 2 1.34% Increased
165
PAM
Private Asset Management
California
$73.4M -$758K 1 9.78% Reduced
166
Appaloosa LP
Appaloosa LP
New Jersey
$73.3M -$32M 1 1.52% Reduced
167
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$73M +$1.82M 1 0.32% Increased
168
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$72.7M -$45.3M 1 0.06% Reduced
169
STRS Ohio
STRS Ohio
Ohio
$72.3M -$4.1M 2 0.26% Reduced
170
Storebrand Asset Management
Storebrand Asset Management
Norway
$71.7M -$1.66M 1 0.35% Reduced
171
Franklin Resources
Franklin Resources
California
$71.3M -$1.32M 1 0.03% Reduced
172
KC
KCL Capital
New York
$70.4M +$40.8M 2 10.21% Increased
173
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$69.8M -$789K 1 0.4% Reduced
174
Russell Investments Group
Russell Investments Group
United Kingdom
$69.6M -$20.9M 2 0.12% Reduced
175
Aviva
Aviva
United Kingdom
$67.9M -$1.82M 1 0.3% Reduced