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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
QI
Qualcomm Inc
California
$44.9M -$2.72M 1 52.37% Reduced
202
William Blair & Company
William Blair & Company
Illinois
$44.1M -$558K 1 0.2% Reduced
203
Aviva
Aviva
United Kingdom
$44.1M -$8.29M 1 0.25% Reduced
204
PineBridge Investments
PineBridge Investments
New York
$43.3M -$9.65M 1 0.56% Reduced
205
Royal London Asset Management
Royal London Asset Management
United Kingdom
$42.9M -$2.53M 1 0.22% Reduced
206
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$42.8M +$22M 1 0.73% Increased
207
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$42.7M -$871K 1 0.92% Reduced
208
Calamos Advisors
Calamos Advisors
Illinois
$42.7M +$13.9K 1 0.2% Increased
209
CCM
Compass Capital Management
Minnesota
$42.2M +$551K 1 3.71% Increased
210
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$41.8M -$17.5M 1 0.35% Reduced
211
OA
Oak Associates
Ohio
$41.5M +$130K 2 3.52% Increased
212
Russell Investments Group
Russell Investments Group
United Kingdom
$41.1M -$14.9M 2 0.09% Reduced
213
Man Group
Man Group
United Kingdom
$40.9M +$50M 2 0.19% New
214
DP
Dearborn Partners
Illinois
$40.2M -$14.4K 1 1.77% Reduced
215
Natixis
Natixis
France
$40.1M -$21.9M 1 0.19% Reduced
216
MetLife Investment Management
MetLife Investment Management
New Jersey
$40M -$393K 2 0.33% Reduced
217
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$40M -$2.2M 2 0.34% Reduced
218
NSLI
Nan Shan Life Insurance
Taiwan
$39.9M $0 1 0.98% Maintained
219
Vaughan David Investments
Vaughan David Investments
Illinois
$39.2M +$286K 1 1.31% Increased
220
CF
Cypress Funds
California
$39M $0 1 7.02% Maintained
221
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$39M -$3.7M 1 0.49% Reduced
222
Advisors Capital Management
Advisors Capital Management
New Jersey
$38.6M +$4.58M 1 1.03% Increased
223
Commerce Bank
Commerce Bank
Missouri
$38.5M -$608K 1 0.33% Reduced
224
Creative Planning
Creative Planning
Kansas
$38.3M -$2.31M 1 0.07% Reduced
225
Aberdeen Group
Aberdeen Group
United Kingdom
$38M +$3.19M 1 0.11% Increased