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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
Russell Investments Group
Russell Investments Group
United Kingdom
$60.5M -$1.95M 2 0.12% Reduced
177
Tocqueville Asset Management
Tocqueville Asset Management
New York
$59.6M +$4.59M 1 1.09% Increased
178
PineBridge Investments
PineBridge Investments
New York
$57.9M +$24.9M 1 0.73% Increased
179
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$57.9M +$10.8M 1 0.27% Increased
180
Aviva
Aviva
United Kingdom
$57.6M -$2.04M 1 0.31% Reduced
181
Todd Asset Management
Todd Asset Management
Kentucky
$57.5M +$2.53M 1 1.48% Increased
182
Beck Mack & Oliver
Beck Mack & Oliver
New York
$56.2M -$390K 1 1.69% Reduced
183
Osaic Holdings
Osaic Holdings
Arizona
$56.1M +$1.13M 3 0.12% Increased
184
AIG
American International Group
New York
$55.1M -$1.18M 2 0.37% Reduced
185
R.M. Davis Inc
R.M. Davis Inc
Maine
$55M -$166K 1 1.53% Reduced
186
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$55M -$3.66M 2 0.37% Reduced
187
Cincinnati Insurance
Cincinnati Insurance
Ohio
$54.6M $0 1 1.16% Maintained
188
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$54.4M +$1.18M 1 0.68% Increased
189
TB
Terril Brothers
Missouri
$54.1M -$52.3K 1 18.19% Reduced
190
QI
Qualcomm Inc
California
$53.3M -$481K 1 43.37% Reduced
191
National Bank of Canada
National Bank of Canada
Quebec, Canada
$52.1M -$77.7M 1 0.24% Reduced
192
AAM
Ardevora Asset Management
United Kingdom
$51.5M +$7.55M 1 0.84% Increased
193
RAM
RWC Asset Management
United Kingdom
$51M +$3.12M 1 1.6% Increased
194
Royal London Asset Management
Royal London Asset Management
United Kingdom
$50.9M +$586K 1 0.24% Increased
195
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$50.8M -$78M 1 0.15% Reduced
196
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$50.7M -$1.37M 1 0.14% Reduced
197
Nomura Asset Management
Nomura Asset Management
Japan
$50.5M +$1.69M 1 0.32% Increased
198
William Blair & Company
William Blair & Company
Illinois
$50.4M -$197K 1 0.22% Reduced
199
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$49.4M +$1.38M 2 0.29% Increased
200
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$49.1M -$223K 1 0.98% Reduced