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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
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$64.8M +$3.33M 1 0.1% Increased
202
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$63.7M -$19.6M 1 0.16% Reduced
203
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$63.5M +$67.7M 1 0.22% New
204
Macquarie Group
Macquarie Group
Australia
$62M -$6.83M 1 0.08% Reduced
205
CIBC World Market
CIBC World Market
Ontario, Canada
$61.5M -$3.11M 1 0.13% Reduced
206
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$61.3M +$1.91M 2 0.89% Increased
207
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$60.5M +$1.43M 1 0.2% Increased
208
William Blair Investment Management
William Blair Investment Management
Illinois
$60.3M +$4.34M 1 0.15% Increased
209
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$60M -$20.8M 2 0.08% Reduced
210
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$59.1M -$1.11M 1 0.21% Reduced
211
STRS Ohio
STRS Ohio
Ohio
$59M +$3.4M 2 0.23% Increased
212
Antipodes Partners
Antipodes Partners
Australia
$58.7M -$12.8M 1 2.04% Reduced
213
Point72 Asset Management
Point72 Asset Management
Connecticut
$58.4M -$3.81M 1 0.13% Reduced
214
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$58.3M +$5.83M 1 0.61% Increased
215
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$57.7M +$4.97M 1 1.05% Increased
216
Swiss Life Asset Management
Swiss Life Asset Management
$57.2M +$26.8M 1 0.42% Increased
217
QRG Capital Management
QRG Capital Management
Illinois
$56.8M +$11.2M 1 0.58% Increased
218
Kodai Capital Management
Kodai Capital Management
Illinois
$56.6M -$3.78M 1 2.32% Reduced
219
Rockefeller Capital Management
Rockefeller Capital Management
New York
$56.4M +$5.75M 1 0.15% Increased
220
William Blair & Company
William Blair & Company
Illinois
$55.5M -$1.25M 1 0.16% Reduced
221
CF
Corebridge Financial
Texas
$55.4M -$2.92M 2 0.3% Reduced
222
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$55.1M -$535K 1 1.08% Reduced
223
CCM
Compass Capital Management
Minnesota
$54.5M +$3.45M 1 3.57% Increased
224
Osaic Holdings
Osaic Holdings
Arizona
$54.4M +$2.82M 3 0.12% Increased
225
Welch Group
Welch Group
Alabama
$54.3M +$755K 1 2.44% Increased