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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
AustralianSuper
AustralianSuper
Australia
$41M +$17.9M 1 0.4% Increased
177
DP
Dearborn Partners
Illinois
$40.4M -$1.04M 1 2.18% Reduced
178
RCW
Rheos Capital Works
Japan
$39.8M +$1.7M 1 2.78% Increased
179
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$39.5M +$821K 2 0.45% Increased
180
MPMG
Minneapolis Portfolio Management Group
Minnesota
$39.3M -$2.97M 1 6.18% Reduced
181
Cincinnati Insurance
Cincinnati Insurance
Ohio
$39M $0 1 1.04% Maintained
182
Royal London Asset Management
Royal London Asset Management
United Kingdom
$38.7M -$1.42M 1 0.27% Reduced
183
CCM
Compass Capital Management
Minnesota
$38.5M -$579K 1 4.21% Reduced
184
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$38.4M -$38M 2 0.08% Reduced
185
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$38.2M +$278K 2 0.35% Increased
186
HRT Financial
HRT Financial
New York
$37.4M +$32.9M 1 1.12% New
187
Glenmede Trust
Glenmede Trust
Pennsylvania
$37.1M +$164K 1 0.23% Increased
188
Millennium Management
Millennium Management
New York
$36.8M +$16M 2 0.05% Increased
189
CF
Cypress Funds
California
$36.5M $0 1 4.98% Maintained
190
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$36.5M +$2.66M 1 0.23% Increased
191
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$36.5M -$7.3M 2 0.31% Reduced
192
OA
Oak Associates
Ohio
$35.7M -$213K 2 2.4% Reduced
193
NSLI
Nan Shan Life Insurance
Taiwan
$35.5M +$19.5M 2 1.08% Increased
194
Tocqueville Asset Management
Tocqueville Asset Management
New York
$35.3M -$4.96M 1 0.74% Reduced
195
Acadian Asset Management
Acadian Asset Management
Massachusetts
$35.1M +$13.6M 3 0.15% Increased
196
R.M. Davis Inc
R.M. Davis Inc
Maine
$34.6M +$1.64M 1 1.23% Increased
197
KC
KCL Capital
New York
$34.3M +$32.9M 2 7.46% New
198
SRFM
Shannon River Fund Management
New York
$33.2M +$29.2M 1 4.35% New
199
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$33.2M +$10.2M 1 0.23% Increased
200
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$33M -$787K 1 0.2% Reduced