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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
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$92.7M +$18.5M 2 0.18% Increased
177
Storebrand Asset Management
Storebrand Asset Management
Norway
$92.1M -$674K 1 0.41% Reduced
178
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$89.6M +$617K 1 0.47% Increased
179
Fisher Asset Management
Fisher Asset Management
Washington
$88M +$17.7M 1 0.05% Increased
180
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$87.7M +$43.3M 1 0.49% Increased
181
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$87.5M +$6.76M 2 0.34% Increased
182
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$87.2M +$70.4M 1 0.85% New
183
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$86.1M +$2.38M 2 0.42% Increased
184
River Road Asset Management
River Road Asset Management
Kentucky
$85.8M -$8.96M 1 0.91% Reduced
185
Todd Asset Management
Todd Asset Management
Kentucky
$85.3M +$3.5M 1 1.83% Increased
186
Aviva
Aviva
United Kingdom
$85.3M -$6.13M 1 0.36% Reduced
187
Osaic Holdings
Osaic Holdings
Arizona
$85.1M +$6.82M 2 0.16% Increased
188
AIG
American International Group
New York
$84.4M -$6.74K 2 0.42% Reduced
189
Banco Santander
Banco Santander
Spain
$82.4M +$38M 1 0.44% Increased
190
Beck Mack & Oliver
Beck Mack & Oliver
New York
$82.1M -$459K 1 1.96% Reduced
191
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$80.8M +$7.22M 2 0.36% Increased
192
R.M. Davis Inc
R.M. Davis Inc
Maine
$79.4M +$614K 1 1.77% Increased
193
Pinnacle Associates
Pinnacle Associates
New York
$78.8M -$13M 2 1.36% Reduced
194
Federated Hermes
Federated Hermes
Pennsylvania
$78.8M -$2.23M 2 0.15% Reduced
195
QI
Qualcomm Inc
California
$78.5M +$68.7M 1 14.89% New
196
Cincinnati Insurance
Cincinnati Insurance
Ohio
$78.2M $0 1 1.41% Maintained
197
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$75.5M +$2.06M 1 0.8% Increased
198
Penserra Capital Management
Penserra Capital Management
California
$74.7M -$21.1M 2 1.6% Reduced
199
Aberdeen Group
Aberdeen Group
United Kingdom
$74.6M -$6.71M 1 0.16% Reduced
200
Tocqueville Asset Management
Tocqueville Asset Management
New York
$73.5M +$9.85M 1 1.01% Increased