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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
Driehaus Capital Management
Driehaus Capital Management
Illinois
$119M +$1.9M 1 1.22% Increased
152
Jane Street
Jane Street
New York
$119M +$9.32M 2 0.04% Increased
153
Swedbank
Swedbank
Sweden
$118M +$37.6M 1 0.2% Increased
154
Franklin Resources
Franklin Resources
California
$117M +$18.5M 1 0.04% Increased
155
Davenport & Co
Davenport & Co
Virginia
$116M -$2.39M 1 0.76% Reduced
156
CC
Capital Counsel
New York
$116M +$7.25M 1 4.9% Increased
157
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$116M -$295K 2 0.06% Reduced
158
American Century Companies
American Century Companies
Missouri
$115M -$29.8M 2 0.07% Reduced
159
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$110M +$6.44M 1 0.43% Increased
160
Asset Management One
Asset Management One
Japan
$109M -$769K 2 0.38% Reduced
161
National Bank of Canada
National Bank of Canada
Quebec, Canada
$108M +$94.7M 1 0.37% New
162
CIBC World Market
CIBC World Market
Ontario, Canada
$107M +$8.72M 1 0.31% Increased
163
AustralianSuper
AustralianSuper
Australia
$105M +$90M 1 0.55% New
164
Regions Financial Corp
Regions Financial Corp
Alabama
$105M -$7.6M 1 0.82% Reduced
165
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$104M +$3.04M 3 0.24% Increased
166
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$103M -$4.04M 1 0.62% Reduced
167
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$101M +$23.3M 2 0.75% Increased
168
Smead Capital Management
Smead Capital Management
Arizona
$99.8M +$13.7M 1 2.6% Increased
169
Nordea Investment Management
Nordea Investment Management
Sweden
$99.6M -$180M 1 0.12% Reduced
170
Russell Investments Group
Russell Investments Group
United Kingdom
$98.2M -$584K 2 0.16% Reduced
171
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$95.4M -$705K 1 0.44% Reduced
172
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$95.4M +$12.2M 1 0.21% Increased
173
PAM
Private Asset Management
California
$93.2M -$386K 1 11.45% Reduced
174
PGGM Investments
PGGM Investments
Netherlands
$93.2M -$35.8M 1 0.46% Reduced
175
Mariner
Mariner
Kansas
$93M -$7.49M 1 0.39% Reduced