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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
Danske Bank
Danske Bank
Denmark
$76.5M -$4.36M 1 0.18% Reduced
152
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$75.9M +$4.78M 2 0.14% Increased
153
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$75.2M $0 2 0.12% Maintained
154
Mariner
Mariner
Kansas
$74.4M +$81.6K 3 0.09% Increased
155
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$73.8M +$2M 2 0.17% Increased
156
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$73.6M -$10.8M 2 0.23% Reduced
157
DZ Bank
DZ Bank
Germany
$72.8M +$4.35M 1 0.06% Increased
158
SEB Asset Management
SEB Asset Management
$72.3M +$81.9M 1 0.31% New
159
Tocqueville Asset Management
Tocqueville Asset Management
New York
$71.7M -$4.05M 1 1.06% Reduced
160
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$71.2M +$28.8M 1 0.13% Increased
161
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$70.5M -$13M 1 0.17% Reduced
162
Storebrand Asset Management
Storebrand Asset Management
Norway
$70.5M -$15.6M 1 0.2% Reduced
163
Smead Capital Management
Smead Capital Management
Arizona
$70.3M -$11.8M 1 1.53% Reduced
164
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$68.9M +$78.2M 2 0.2% New
165
Chevy Chase Trust
Chevy Chase Trust
Maryland
$68.1M -$2.55M 1 0.2% Reduced
166
Cerity Partners
Cerity Partners
New York
$67.8M +$4.99M 3 0.1% Increased
167
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$67.6M -$3.21M 2 0.69% Reduced
168
Creative Planning
Creative Planning
Kansas
$67.5M -$4.95M 3 0.05% Reduced
169
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$67.4M -$16.6M 3 0.14% Reduced
170
CC
Capital Counsel
New York
$67M -$4.63M 1 2.85% Reduced
171
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$66.7M -$5.94M 1 0.52% Reduced
172
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$66.6M -$75.2M 4 0.01% Reduced
173
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$64.3M +$2.06M 1 0.36% Increased
174
Appaloosa LP
Appaloosa LP
New Jersey
$64.2M -$94.3M 1 1.08% Reduced
175
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$64.1M +$21.7M 1 1.34% Increased