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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
176
ACI
AMP Capital Investors
Australia
$77.6M +$5.99M 1 0.49% Increased
177
Stifel Financial
Stifel Financial
Missouri
$75.9M -$694K 2 0.67% Reduced
178
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$75.9M -$1.72M 2 0.55% Reduced
179
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$75.3M -$11.7M 1 0.65% Reduced
180
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$75.2M -$27.2M 1 0.42% Reduced
181
FTCM
Fir Tree Capital Management
New York
$74.8M $0 1 0.84% Maintained
182
TAM
Tiverton Asset Management
Delaware
$74.8M $0 1 1.7% Maintained
183
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$74.7M -$405K 1 1.03% Reduced
184
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$73.8M -$14.1M 1 0.37% Reduced
185
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$73.7M +$16.9M 1 1.08% Increased
186
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$71.5M -$8.33M 2 0.59% Reduced
187
Sterling Capital Management
Sterling Capital Management
North Carolina
$71.5M -$85.8M 1 0.87% Reduced
188
M&T Bank
M&T Bank
New York
$70.9M +$63.6M 2 0.46% Increased
189
Rockefeller Financial Services
Rockefeller Financial Services
New York
$70.4M +$2.28M 1 1.57% Increased
190
CC
Carlson Capital
Texas
$69.2M +$27.5M 1 0.75% Increased
191
KCM
Kames Capital Management
United Kingdom
$69M +$13.9M 1 2.16% Increased
192
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$68.5M -$10.4M 1 0.56% Reduced
193
DAC
Dividend Assets Capital
South Carolina
$68.2M +$69.8M 1 1.72% New
194
BB&T Securities
BB&T Securities
Virginia
$67.2M -$315K 1 1.57% Reduced
195
WI
WBI Investments
New Jersey
$67.2M +$68.8M 1 1.99% New
196
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$66.8M +$139K 1 2.41% Increased
197
Sit Investment Associates
Sit Investment Associates
Minnesota
$66.7M +$1.02M 1 1.16% Increased
198
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$66.2M +$2.52M 1 1.97% Increased
199
SAM
Sawgrass Asset Management
Florida
$66M -$920K 1 3.85% Reduced
200
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$65.1M +$4.99M 1 0.84% Increased