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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
$37.5M -$645K 1 1.05% Reduced
202
Nordea Investment Management
Nordea Investment Management
Sweden
$37.5M -$7.02M 1 0.1% Reduced
203
Ruffer LLP
Ruffer LLP
United Kingdom
$37.1M +$31.1M 1 1.68% Increased
204
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$37.1M +$6.62M 1 0.38% Increased
205
River Road Asset Management
River Road Asset Management
Kentucky
$36.9M -$10.2M 1 0.78% Reduced
206
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$36.7M -$13.3M 1 0.32% Reduced
207
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$36.5M -$245K 1 0.42% Reduced
208
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$36.1M -$302K 1 0.79% Reduced
209
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$36.1M +$31.4M 1 1.65% New
210
ProShare Advisors
ProShare Advisors
Maryland
$35.6M -$1.4M 1 0.46% Reduced
211
SAM
Shell Asset Management
Netherlands
$35.6M +$425K 2 0.83% Increased
212
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$35.5M +$174K 1 0.5% Increased
213
Truist Financial
Truist Financial
North Carolina
$35.5M +$11.8M 1 0.75% Increased
214
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$35.2M -$9.85M 1 0.34% Reduced
215
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$35.1M +$11.4M 2 0.18% Increased
216
Pinnacle Associates
Pinnacle Associates
New York
$33.5M +$5.23M 2 0.72% Increased
217
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$33.4M +$2.05M 1 0.6% Increased
218
SoftBank Group
SoftBank Group
Japan
$33.1M $0 1 0.22% Maintained
219
Fidelity International
Fidelity International
Bermuda
$32.8M +$282K 1 0.1% Increased
220
Aperio Group
Aperio Group
California
$32.6M +$2.93M 2 0.25% Increased
221
Country Trust Bank
Country Trust Bank
Illinois
$32.3M -$206K 1 1.74% Reduced
222
ACM
Atlanta Capital Management
Georgia
$32.2M +$1.98M 1 0.22% Increased
223
JCM
Janney Capital Management
Pennsylvania
$32.2M +$31.7M 1 1.7% New
224
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$31.2M +$3.08M 1 0.42% Increased
225
Glenmede Trust
Glenmede Trust
Pennsylvania
$31.2M +$4.61M 2 0.19% Increased