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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
DF Dent & Co
DF Dent & Co
Maryland
$36.5M -$3.31M 1 1.02% Reduced
202
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$36.4M -$11.2M 1 0.28% Reduced
203
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.2M -$2.66M 2 0.16% Reduced
204
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$35.1M +$13.8M 2 0.49% Increased
205
Korea Investment Corp
Korea Investment Corp
South Korea
$35M -$315K 1 0.24% Reduced
206
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$34.1M +$36.4M 1 0.33% New
207
Discovery Capital Management
Discovery Capital Management
Connecticut
$33.1M +$35.3M 1 0.39% New
208
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$33M +$6.75M 1 0.42% Increased
209
ACM
Atlanta Capital Management
Georgia
$32.8M -$6.16M 1 0.24% Reduced
210
PDM
Penn Davis McFarland
Texas
$32.5M +$19.6K 1 8.16% Increased
211
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$32.5M +$3.1M 1 3.75% Increased
212
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$32M $0 1 0.7% Maintained
213
SoftBank Group
SoftBank Group
Japan
$30.9M $0 1 0.26% Maintained
214
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$30.6M -$1.28M 2 0.26% Reduced
215
SRFM
Shannon River Fund Management
New York
$30.5M +$32.5M 1 5.91% New
216
Nomura Asset Management
Nomura Asset Management
Japan
$30.5M +$992K 2 0.59% Increased
217
Arizona State Retirement System
Arizona State Retirement System
Arizona
$30.2M +$7.47M 1 0.4% Increased
218
Country Trust Bank
Country Trust Bank
Illinois
$29.9M -$17.8K 1 1.63% Reduced
219
Great Lakes Advisors
Great Lakes Advisors
Illinois
$28.9M -$3.41M 1 0.87% Reduced
220
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$28.8M -$9.89M 2 0.25% Reduced
221
GH
GAM Holding
Switzerland
$28.7M +$7.56M 1 0.45% Increased
222
CC
Carlson Capital
Texas
$28.4M +$15.8M 1 0.32% Increased
223
Check Capital Management
Check Capital Management
California
$28.4M -$394K 1 2.72% Reduced
224
Panagora Asset Management
Panagora Asset Management
Massachusetts
$28.1M -$1.04M 1 0.14% Reduced
225
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$27.4M -$880K 1 0.35% Reduced