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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
Aviva
Aviva
United Kingdom
$73.1M -$8.73M 2 0.38% Reduced
177
Commerce Bank
Commerce Bank
Missouri
$71.2M +$8.76M 1 0.58% Increased
178
AQR Capital Management
AQR Capital Management
Connecticut
$70.6M -$33.9M 2 0.13% Reduced
179
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$69.8M -$82.7M 1 0.15% Reduced
180
Munro Partners
Munro Partners
Australia
$69.4M +$9.41M 1 3.01% Increased
181
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$68.2M -$134M 3 0.13% Reduced
182
DP
Dearborn Partners
Illinois
$68M +$574K 1 3.1% Increased
183
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$67.7M -$37.6M 2 1.84% Reduced
184
Hamlin Capital Management
Hamlin Capital Management
New York
$67.7M -$36M 1 3.12% Reduced
185
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$67.4M -$334K 1 1.72% Reduced
186
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$66.9M +$6.06M 1 0.33% Increased
187
Railway Pension Investments
Railway Pension Investments
United Kingdom
$66.5M -$92M 1 0.64% Reduced
188
Smead Capital Management
Smead Capital Management
Arizona
$65.4M -$2.39M 1 3.78% Reduced
189
Cincinnati Insurance
Cincinnati Insurance
Ohio
$65.1M $0 1 1.47% Maintained
190
Antipodes Partners
Antipodes Partners
Australia
$65.1M -$1.01M 1 2.83% Reduced
191
Nomura Asset Management
Nomura Asset Management
Japan
$64.6M +$8.99M 1 0.43% Increased
192
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$63.7M -$1.64M 1 1.08% Reduced
193
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$63.5M +$5.88M 2 0.49% Increased
194
RCW
Rheos Capital Works
Japan
$63.3M $0 1 4.6% Maintained
195
MSL
Mackay Shields LLC
New York
$63.1M -$6.79M 1 0.44% Reduced
196
Royal London Asset Management
Royal London Asset Management
United Kingdom
$62.7M -$2.53M 1 0.33% Reduced
197
R.M. Davis Inc
R.M. Davis Inc
Maine
$62.5M +$1.7M 1 1.79% Increased
198
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$62.2M -$7.02M 1 0.68% Reduced
199
Osaic Holdings
Osaic Holdings
Arizona
$62.2M +$5.77M 2 0.17% Increased
200
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$62M -$401K 2 0.4% Reduced