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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
PFC
Poplar Forest Capital
California
$23.7M -$6.69M 1 3.29% Reduced
202
Parnassus Investments
Parnassus Investments
California
$23.7M $0 1 0.1% Maintained
203
Robeco Schweiz
Robeco Schweiz
Switzerland
$23.7M +$4.84M 1 1.01% Increased
204
Osaic Holdings
Osaic Holdings
Arizona
$23.7M +$42.7M 2 0.1% New
205
Nomura Asset Management
Nomura Asset Management
Japan
$23.2M +$2.34M 1 0.24% Increased
206
Becker Capital Management
Becker Capital Management
Oregon
$23.2M -$7.45M 1 1.41% Reduced
207
SFG
Sather Financial Group
Texas
$23.1M +$1.41M 1 4.51% Increased
208
CIM
Chiron Investment Management
New York
$22.5M -$17.7M 1 5.29% Reduced
209
DY
Dowling & Yahnke
California
$22.5M +$101K 1 2.16% Increased
210
Vident Investment Advisory
Vident Investment Advisory
Georgia
$22.5M +$774K 2 1.47% Increased
211
Swedbank
Swedbank
Sweden
$22.4M +$14.3M 1 0.11% Increased
212
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$22M -$2.89M 1 0.35% Reduced
213
Franklin Resources
Franklin Resources
California
$21.9M +$1.73M 1 0.01% Increased
214
WBC
Westpac Banking Corp
Australia
$21.6M +$2.08M 1 0.37% Increased
215
Aviva
Aviva
United Kingdom
$21.6M +$1.75M 2 0.16% Increased
216
Fisher Asset Management
Fisher Asset Management
Washington
$21.6M +$1.06M 1 0.03% Increased
217
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$21.6M +$8.84M 1 0.23% Increased
218
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$21.4M -$12.4M 1 0.58% Reduced
219
EWM
Endurance Wealth Management
Rhode Island
$21.2M +$144K 1 4.08% Increased
220
DF Dent & Co
DF Dent & Co
Maryland
$21.2M -$139K 1 0.41% Reduced
221
CCI
Columbus Circle Investors
$21M +$11.5M 1 1.15% Increased
222
MetLife Investment Management
MetLife Investment Management
New Jersey
$20.6M -$738K 2 0.28% Reduced
223
GIM
Greylin Investment Management
Virginia
$20.4M -$228K 1 6.36% Reduced
224
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$20.3M +$285K 1 0.02% Increased
225
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$19.9M +$6.62M 1 0.51% Increased