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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
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$61.5M +$1.05M 1 0.2% Increased
202
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61M +$2.02M 2 0.23% Increased
203
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$60.5M -$858K 2 0.89% Reduced
204
Citadel Advisors
Citadel Advisors
Florida
$59.7M -$32.1M 3 0.01% Reduced
205
Swiss Life Asset Management
Swiss Life Asset Management
$59.5M +$2.49M 1 0.43% Increased
206
QRG Capital Management
QRG Capital Management
Illinois
$59.4M +$2.85M 1 0.62% Increased
207
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$59.3M -$566K 2 0.08% Reduced
208
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$58.7M +$1.08M 1 1.04% Increased
209
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$58.5M -$6.31M 2 0.26% Reduced
210
Acadian Asset Management
Acadian Asset Management
Massachusetts
$57.9M -$5.65M 2 0.16% Reduced
211
Osaic Holdings
Osaic Holdings
Arizona
$57.7M +$1.21M 4 0.13% Increased
212
STRS Ohio
STRS Ohio
Ohio
$57.2M -$1.59M 2 0.24% Reduced
213
Nissay Asset Management
Nissay Asset Management
Japan
$56.2M +$4.29M 1 0.37% Increased
214
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$55.7M +$4.43M 1 0.28% Increased
215
Daiwa Securities Group
Daiwa Securities Group
Japan
$55.7M +$8.5M 2 0.24% Increased
216
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$55.6M +$59M 1 0.41% New
217
CCM
Compass Capital Management
Minnesota
$55.5M +$978K 1 3.65% Increased
218
Rockefeller Capital Management
Rockefeller Capital Management
New York
$55.4M -$1.03M 1 0.14% Reduced
219
Welch Group
Welch Group
Alabama
$55.4M +$1.91M 1 2.44% Increased
220
Tidal Investments
Tidal Investments
Wisconsin
$55.2M +$27.7M 1 0.45% Increased
221
Resona Asset Management
Resona Asset Management
Japan
$54.5M +$4.38M 1 0.32% Increased
222
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$54.3M -$273M 1 0.12% Reduced
223
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$54M -$1.2M 1 1.11% Reduced
224
SFG
Sather Financial Group
Texas
$53.8M +$762K 1 3.51% Increased
225
Appaloosa LP
Appaloosa LP
New Jersey
$53.8M -$73.4M 1 0.64% Reduced