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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
201
Macquarie Group
Macquarie Group
Australia
$79.3M -$5.98M 1 0.34% Reduced
202
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$79.3M +$80.2M 1 0.45% New
203
Cincinnati Insurance
Cincinnati Insurance
Ohio
$79M $0 1 1.14% Maintained
204
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$78.5M -$10.4M 3 0.1% Reduced
205
Capula Management
Capula Management
Cayman Islands
$77.7M +$75.7M 1 0.28% Increased
206
Osaic Holdings
Osaic Holdings
Arizona
$77.3M -$2.11M 4 0.09% Reduced
207
Welch Group
Welch Group
Alabama
$76.3M -$839K 1 2.61% Reduced
208
SCH
Shengqi Capital (HK)
Hong Kong
$76.2M +$77.1M 1 15.76% New
209
Capital Investment Advisors
Capital Investment Advisors
Georgia
$76.2M -$1.55M 1 1% Reduced
210
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$75.8M +$63.7M 2 0.11% Increased
211
IMC Chicago
IMC Chicago
Illinois
$74.6M +$62.3M 4 0.02% Increased
212
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$74.1M +$62.6M 2 1.39% Increased
213
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$73.7M $0 2 0.12% Maintained
214
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$72.9M -$12.1M 2 0.4% Reduced
215
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$72.5M -$15.8M 2 0.14% Reduced
216
Vontobel Holding
Vontobel Holding
Switzerland
$71.6M +$18.7M 2 0.23% Increased
217
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$70.6M -$10.4M 1 0.34% Reduced
218
Voloridge Investment Management
Voloridge Investment Management
Florida
$69.6M +$70.4M 1 0.3% New
219
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$69.4M -$15.2M 1 0.9% Reduced
220
Todd Asset Management
Todd Asset Management
Kentucky
$68.7M -$1.94M 1 1.22% Reduced
221
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$68.6M -$9.43M 2 0.07% Reduced
222
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$68M -$9.43M 1 0.62% Reduced
223
ORIO
Old Republic International (ORI)
Illinois
$67.6M $0 1 2.53% Maintained
224
Federated Hermes
Federated Hermes
Pennsylvania
$67.4M -$154M 1 0.1% Reduced
225
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$67.3M +$43.8M 1 0.4% Increased