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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
Smead Capital Management
Smead Capital Management
Arizona
$97.9M +$15.9M 1 2.27% Increased
152
River Road Asset Management
River Road Asset Management
Kentucky
$97.1M +$27.9M 1 1.07% Increased
153
PGGM Investments
PGGM Investments
Netherlands
$93.2M $0 1 0.46% Maintained
154
Candriam SCA
Candriam SCA
Luxembourg
$92.8M +$2.78M 2 0.63% Increased
155
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$91.2M +$5M 3 0.21% Increased
156
Robeco Schweiz
Robeco Schweiz
Switzerland
$88.6M +$33.6M 2 1.25% Increased
157
Natixis
Natixis
France
$87.7M -$76.3M 2 0.31% Reduced
158
Mariner
Mariner
Kansas
$86.3M +$9.47M 1 0.33% Increased
159
Regions Financial Corp
Regions Financial Corp
Alabama
$85.7M -$2.37M 1 0.69% Reduced
160
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$85M +$8.77M 2 0.17% Increased
161
Asset Management One
Asset Management One
Japan
$84.3M -$5.78M 2 0.33% Reduced
162
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$83.5M -$2.66M 1 0.53% Reduced
163
Nordea Investment Management
Nordea Investment Management
Sweden
$82.7M -$474K 1 0.1% Reduced
164
F
FIFTHDELTA
United Kingdom
$82M -$31.4M 1 8.37% Reduced
165
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$80.8M +$55.1M 1 0.49% Increased
166
Storebrand Asset Management
Storebrand Asset Management
Norway
$79.6M +$2.82M 1 0.38% Increased
167
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$78.3M -$1.58M 1 0.38% Reduced
168
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$77M +$5.11M 2 0.33% Increased
169
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$76.4M +$1.7M 1 0.42% Increased
170
LSV Asset Management
LSV Asset Management
Illinois
$75.6M +$82.9M 1 0.14% Increased
171
Russell Investments Group
Russell Investments Group
United Kingdom
$75.3M -$6.55M 2 0.13% Reduced
172
Fisher Asset Management
Fisher Asset Management
Washington
$74.6M +$1.14M 1 0.04% Increased
173
PAM
Private Asset Management
California
$73M -$5.38M 1 9.9% Reduced
174
AustralianSuper
AustralianSuper
Australia
$71.9M -$15.3M 1 0.39% Reduced
175
American Century Companies
American Century Companies
Missouri
$71.6M -$21.7M 2 0.05% Reduced