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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$44.7M -$4.45M 2 0.08% Reduced
202
CC
Cannell & Co
New York
$44.4M +$40.3M 1 1.63% New
203
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$44.1M +$18.4M 2 0.03% Increased
204
CCM
Compass Capital Management
Minnesota
$43.6M -$5.44M 1 4.23% Reduced
205
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$42.8M -$7.28M 2 0.39% Reduced
206
KBC Group
KBC Group
Belgium
$42.7M +$7.28M 2 0.25% Increased
207
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$42.6M +$4.75M 1 0.28% Increased
208
Vaughan David Investments
Vaughan David Investments
Illinois
$42.5M +$73.3K 1 1.65% Increased
209
Nomura Asset Management
Nomura Asset Management
Japan
$42.3M +$292K 1 0.32% Increased
210
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$42M +$27.4M 2 0.4% Increased
211
Tocqueville Asset Management
Tocqueville Asset Management
New York
$41.5M -$3.62M 1 0.79% Reduced
212
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$41.5M +$10.1M 2 0.3% Increased
213
Osaic Holdings
Osaic Holdings
Arizona
$41.1M +$171K 2 0.12% Increased
214
Nordea Investment Management
Nordea Investment Management
Sweden
$40.9M -$32.8M 1 0.08% Reduced
215
Arizona State Retirement System
Arizona State Retirement System
Arizona
$40.8M +$8M 2 0.41% Increased
216
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$40.2M +$267K 1 0.44% Increased
217
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$39.9M -$2.04M 2 0.59% Reduced
218
Fisher Asset Management
Fisher Asset Management
Washington
$39.7M +$2.17M 1 0.03% Increased
219
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$39.6M +$3.08M 2 0.23% Increased
220
TSAM
Trinity Street Asset Management
United Kingdom
$39M +$35.4M 1 4.74% New
221
MPMG
Minneapolis Portfolio Management Group
Minnesota
$39M -$10.7M 1 5.92% Reduced
222
DF Dent & Co
DF Dent & Co
Maryland
$38.8M +$646K 1 0.52% Increased
223
Macquarie Group
Macquarie Group
Australia
$38.7M +$18.2K 2 0.07% Increased
224
HP
Holowesko Partners
Bahamas
$38.1M -$62.4M 1 6.41% Reduced
225
TI
Think Investments
California
$36.6M $0 1 6.74% Maintained