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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
SAM
Sawgrass Asset Management
Florida
$68.3M +$6.74M 1 4.07% Increased
202
BB&T Securities
BB&T Securities
Virginia
$67.7M -$2.29M 1 1.87% Reduced
203
Capital Guardian Trust
Capital Guardian Trust
California
$66.2M -$29M 1 0.44% Reduced
204
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$65.3M +$55M 1 0.54% Increased
205
Glenmede Trust
Glenmede Trust
Pennsylvania
$64.8M -$7.94M 3 0.66% Reduced
206
Comerica Bank
Comerica Bank
Texas
$64.1M -$15.3M 1 0.5% Reduced
207
Sit Investment Associates
Sit Investment Associates
Minnesota
$63.9M -$3.98M 1 1.14% Reduced
208
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$63.5M -$92.7K 1 2.11% Reduced
209
VOYA Investment Management
VOYA Investment Management
Georgia
$63.3M -$489K 2 0.15% Reduced
210
DL
Delta Lloyd
Netherlands
$62.9M -$430K 1 2.2% Reduced
211
AIG
American International Group
New York
$62.9M -$4.49M 3 0.3% Reduced
212
Korea Investment Corp
Korea Investment Corp
South Korea
$62.3M +$8.34M 1 0.59% Increased
213
Saturna Capital
Saturna Capital
Washington
$61.9M $0 1 1.58% Maintained
214
AC
Amici Capital
New York
$61.5M +$7.05M 1 1.94% Increased
215
CC
Carlson Capital
Texas
$61.1M -$21M 1 0.69% Reduced
216
PDM
Penn Davis McFarland
Texas
$60.8M -$3.79M 1 14.6% Reduced
217
Regions Financial Corp
Regions Financial Corp
Alabama
$60.6M -$3.08M 1 0.75% Reduced
218
USSCPF
United States Steel & Carnegie Pension Fund
New York
$60.3M $0 1 1.36% Maintained
219
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$59.6M $0 1 4.37% Maintained
220
MVIP
Mar Vista Investment Partners
California
$59.5M -$11.7M 1 3.46% Reduced
221
PAM
Private Asset Management
California
$58.9M -$455K 1 10.15% Reduced
222
RCP
RIT Capital Partners
United Kingdom
$58.6M +$8.11M 1 20.36% Increased
223
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$58.6M +$32.8M 1 0.3% Increased
224
TPSF
Texas Permanent School Fund
Texas
$58.1M -$5.02M 1 0.58% Reduced
225
City National Bank
City National Bank
Delaware
$58.1M -$3.92M 1 0.87% Reduced