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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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$94.2M +$211K 2 0.32% Increased
152
Kodai Capital Management
Kodai Capital Management
Illinois
$92.4M +$81.3M 2 1.88% New
153
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$91.6M -$282K 1 0.27% Reduced
154
ORIO
Old Republic International (ORI)
Illinois
$90.6M -$991K 1 3.42% Reduced
155
Chevy Chase Trust
Chevy Chase Trust
Maryland
$90.3M -$738K 1 0.32% Reduced
156
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$89.6M +$2.6M 2 0.31% Increased
157
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$88.3M +$2.41M 2 0.18% Increased
158
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$88M -$1.03M 3 0.16% Reduced
159
RAM
RWC Asset Management
United Kingdom
$87.8M -$4.3M 1 5.31% Reduced
160
Aberdeen Group
Aberdeen Group
United Kingdom
$85.4M +$26.1M 1 0.19% Increased
161
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$84.2M -$3.15M 1 0.4% Reduced
162
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$84M -$8.44M 1 0.37% Reduced
163
RCW
Rheos Capital Works
Japan
$83.6M +$52M 1 4.62% Increased
164
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$83.2M +$1.11M 1 0.33% Increased
165
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$83.2M -$3.51M 1 0.67% Reduced
166
TC
TwinBeech Capital
New York
$82.7M +$71.1M 2 1.34% New
167
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$81.8M -$14.3M 1 0.57% Reduced
168
Brown Advisory
Brown Advisory
Maryland
$80.2M +$477K 1 0.11% Increased
169
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$79.2M +$17.9M 1 1.11% Increased
170
CIBC World Markets
CIBC World Markets
New York
$78.9M +$37.9M 1 0.43% Increased
171
CC
Capital Counsel
New York
$78.2M -$2.73M 1 3.84% Reduced
172
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$76.3M -$1.97M 1 0.69% Reduced
173
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$76M +$630K 1 0.37% Increased
174
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$72.8M +$5.28M 1 0.29% Increased
175
Regions Financial Corp
Regions Financial Corp
Alabama
$71.9M -$1.62M 1 0.59% Reduced