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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
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$68.7M -$2.91M 1 0.36% Reduced
152
Bridgewater Associates
Bridgewater Associates
Connecticut
$68.6M +$16.3M 1 0.35% Increased
153
STRS Ohio
STRS Ohio
Ohio
$68.5M +$449K 2 0.33% Increased
154
Guggenheim Capital
Guggenheim Capital
Illinois
$67.9M -$680K 2 0.62% Reduced
155
Jane Street
Jane Street
New York
$67.7M -$60.1M 2 0.03% Reduced
156
DZ Bank
DZ Bank
Germany
$66.8M -$13.6M 1 0.12% Reduced
157
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$66.7M -$18.6M 1 0.21% Reduced
158
National Bank of Canada
National Bank of Canada
Quebec, Canada
$66.6M +$24.7M 1 0.36% Increased
159
American Century Companies
American Century Companies
Missouri
$66.5M -$11.8M 2 0.06% Reduced
160
DnB Asset Management
DnB Asset Management
Norway
$66.3M +$48.9M 1 0.51% Increased
161
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$63.7M +$76.9M 1 0.38% Increased
162
HMP
HS Management Partners
New York
$63.6M -$13.8M 1 2.88% Reduced
163
Penserra Capital Management
Penserra Capital Management
California
$63.3M +$25.5M 2 1.8% Increased
164
Robeco Schweiz
Robeco Schweiz
Switzerland
$62.9M -$700K 2 1.22% Reduced
165
Mariner
Mariner
Kansas
$62.7M -$5.37M 1 0.25% Reduced
166
CC
Capital Counsel
New York
$62.3M -$3.12M 1 4.03% Reduced
167
Tocqueville Asset Management
Tocqueville Asset Management
New York
$61.1M +$10.2M 1 1.25% Increased
168
INTECH Investment Management
INTECH Investment Management
Florida
$60.1M -$22M 1 0.45% Reduced
169
Regions Financial Corp
Regions Financial Corp
Alabama
$60M -$1.26M 1 0.6% Reduced
170
Storebrand Asset Management
Storebrand Asset Management
Norway
$59.8M +$281K 1 0.36% Increased
171
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$59.6M +$10.2M 1 0.29% Increased
172
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$57.4M -$240K 1 0.38% Reduced
173
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$57.4M -$2.83M 1 0.34% Reduced
174
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$55.6M +$20.1M 2 1.47% Increased
175
Asset Management One
Asset Management One
Japan
$55.3M -$2.31M 1 0.28% Reduced