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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
$71.1M -$101K 1 0.36% Reduced
177
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$71.1M -$402K 2 0.4% Reduced
178
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$70M +$3.3M 2 0.36% Increased
179
Jane Street
Jane Street
New York
$69.1M -$32M 2 0.02% Reduced
180
ING Group
ING Group
Netherlands
$68.5M +$8.62M 1 0.69% Increased
181
Beck Mack & Oliver
Beck Mack & Oliver
New York
$67.7M -$1.06M 1 1.7% Reduced
182
AIG
American International Group
New York
$67.6M -$1.85M 2 0.37% Reduced
183
Saturna Capital
Saturna Capital
Washington
$66.8M -$70.2M 1 1.35% Reduced
184
Tocqueville Asset Management
Tocqueville Asset Management
New York
$66.2M +$5.22M 1 1% Increased
185
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$66.2M +$45.2M 4 0.63% Increased
186
Todd Asset Management
Todd Asset Management
Kentucky
$66M -$5.85M 1 1.45% Reduced
187
R.M. Davis Inc
R.M. Davis Inc
Maine
$65.9M -$416K 1 1.57% Reduced
188
Cincinnati Insurance
Cincinnati Insurance
Ohio
$65.3M $0 1 1.25% Maintained
189
TB
Terril Brothers
Missouri
$65M -$14.5M 1 13.27% Reduced
190
QI
Qualcomm Inc
California
$64.3M -$1.46M 1 27.41% Reduced
191
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$63.8M +$741K 1 0.69% Increased
192
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$62.5M +$68.6M 1 0.46% New
193
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$62.2M -$19.3M 1 0.15% Reduced
194
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$61.9M -$6.89M 1 0.6% Reduced
195
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$61.1M +$19.2M 1 0.72% Increased
196
William Blair & Company
William Blair & Company
Illinois
$60.5M +$1.97M 1 0.21% Increased
197
Royal London Asset Management
Royal London Asset Management
United Kingdom
$60.2M +$1.95M 1 0.24% Increased
198
Two Sigma Advisers
Two Sigma Advisers
New York
$60M +$40.9M 2 0.16% Increased
199
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$59.3M -$531K 2 0.04% Reduced
200
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$59M -$1.35M 1 0.97% Reduced