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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
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$63M +$3.29M 2 0.36% Increased
177
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$62.1M +$4.29M 2 0.3% Increased
178
RAM
RWC Asset Management
United Kingdom
$61.5M +$5.02M 1 1.9% Increased
179
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.1M -$7.96M 1 0.27% Reduced
180
Aviva
Aviva
United Kingdom
$60.5M +$3.69M 1 0.27% Increased
181
Asset Management One
Asset Management One
Japan
$60.1M +$820K 1 0.27% Increased
182
Select Equity Group
Select Equity Group
New York
$59.2M -$11.4M 1 0.21% Reduced
183
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$58.8M -$56M 1 0.21% Reduced
184
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$57.8M +$37.9M 2 0.31% Increased
185
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$57.8M -$7.13M 1 0.27% Reduced
186
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$57.5M -$1.98M 2 0.23% Reduced
187
Todd Asset Management
Todd Asset Management
Kentucky
$56.4M -$668K 1 1.36% Reduced
188
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$56.2M +$850K 1 0.63% Increased
189
CC
Capital Counsel
New York
$56.1M +$25.8M 1 3.23% Increased
190
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$55.7M +$8.38M 2 1.11% Increased
191
PAM
Private Asset Management
California
$55M -$2.95M 1 9.07% Reduced
192
Beck Mack & Oliver
Beck Mack & Oliver
New York
$54.8M -$816K 1 1.58% Reduced
193
Cincinnati Insurance
Cincinnati Insurance
Ohio
$54.5M $0 1 1.09% Maintained
194
Brown Advisory
Brown Advisory
Maryland
$53.4M +$3.93M 1 0.09% Increased
195
AIG
American International Group
New York
$51M +$17K 2 0.33% Increased
196
Royal London Asset Management
Royal London Asset Management
United Kingdom
$50.8M +$350K 1 0.2% Increased
197
CCM
Compass Capital Management
Minnesota
$50.4M +$305K 1 3.86% Increased
198
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$50.3M +$9.38M 1 0.08% Increased
199
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$49.7M -$249K 2 0.04% Reduced
200
QI
Qualcomm Inc
California
$49.4M -$1.1M 1 97.45% Reduced