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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
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$38.8M +$36.8M 1 0.31% New
177
Tocqueville Asset Management
Tocqueville Asset Management
New York
$38.6M -$1.74M 1 0.57% Reduced
178
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$38.4M +$6.48M 2 0.24% Increased
179
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$38.4M -$20.3M 2 0.52% Reduced
180
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$38.4M -$14.5M 1 0.08% Reduced
181
Becker Capital Management
Becker Capital Management
Oregon
$38.3M -$447K 1 1.36% Reduced
182
PFC
Poplar Forest Capital
California
$38.2M -$17.8M 1 3.35% Reduced
183
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$38.1M +$18.5M 1 0.62% Increased
184
Cincinnati Insurance
Cincinnati Insurance
Ohio
$37.7M $0 1 0.93% Maintained
185
River Road Asset Management
River Road Asset Management
Kentucky
$37.2M -$736K 1 0.59% Reduced
186
CCM
Compass Capital Management
Minnesota
$36.5M -$1.16M 1 3.94% Reduced
187
Squarepoint
Squarepoint
New York
$36.3M +$11.6M 2 0.22% Increased
188
OA
Oak Associates
Ohio
$36M -$220K 2 2.12% Reduced
189
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$35.9M +$3.56M 1 0.4% Increased
190
Glenmede Trust
Glenmede Trust
Pennsylvania
$35.7M +$641K 1 0.16% Increased
191
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$34.2M +$32.5M 2 0.09% New
192
Artemis Investment Management
Artemis Investment Management
United Kingdom
$33.9M -$1.34M 1 0.43% Reduced
193
Rafferty Asset Management
Rafferty Asset Management
New York
$33.7M +$5.29M 1 0.52% Increased
194
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$31.8M +$561K 1 0.39% Increased
195
HighTower Advisors
HighTower Advisors
Illinois
$31.7M -$1.05M 2 0.19% Reduced
196
Vaughan David Investments
Vaughan David Investments
Illinois
$31.6M +$25.8K 1 1.16% Increased
197
Nomura Holdings
Nomura Holdings
Japan
$31.6M -$28.7M 1 0.12% Reduced
198
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$31.2M -$156K 1 0.5% Reduced
199
Calamos Advisors
Calamos Advisors
Illinois
$31M -$175K 1 0.15% Reduced
200
Parnassus Investments
Parnassus Investments
California
$30.9M -$46M 1 0.1% Reduced