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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
QRG Capital Management
QRG Capital Management
Illinois
$64.8M +$2.93M 1 0.57% Increased
202
VOYA Investment Management
VOYA Investment Management
Georgia
$64.1M -$9.54M 2 0.06% Reduced
203
F
FIFTHDELTA
United Kingdom
$63.8M +$26.2M 1 20.55% Increased
204
Rockefeller Capital Management
Rockefeller Capital Management
New York
$63.6M +$5.73M 1 0.14% Increased
205
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$62.9M +$6.06M 1 0.13% Increased
206
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$62.4M -$313K 2 0.87% Reduced
207
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$61.6M -$3.53M 2 0.21% Reduced
208
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$61.4M +$532K 1 0.99% Increased
209
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$60.9M -$120K 2 0.24% Reduced
210
Nissay Asset Management
Nissay Asset Management
Japan
$60.8M +$2.37M 1 0.36% Increased
211
Welch Group
Welch Group
Alabama
$59.9M +$1.93M 1 2.5% Increased
212
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$59.7M +$1.83M 1 0.41% Increased
213
CCM
Compass Capital Management
Minnesota
$59.6M +$1.98M 1 3.19% Increased
214
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$59.4M +$1.47M 1 0.25% Increased
215
Resona Asset Management
Resona Asset Management
Japan
$59.3M +$2.52M 1 0.29% Increased
216
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$59.1M -$3.88M 2 0.21% Reduced
217
Seizert Capital Partners
Seizert Capital Partners
Michigan
$58.3M +$6.39M 1 2.56% Increased
218
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$57.5M -$59.1M 2 0.26% Reduced
219
SFG
Sather Financial Group
Texas
$57M +$1.15M 1 3.35% Increased
220
Allspring Global Investments
Allspring Global Investments
North Carolina
$57M -$15.7M 1 0.1% Reduced
221
D.E. Shaw & Co
D.E. Shaw & Co
New York
$56.6M +$18.1M 1 0.04% Increased
222
ClearBridge Investments
ClearBridge Investments
New York
$56.2M +$6.51M 1 0.05% Increased
223
MAI Capital Management
MAI Capital Management
Ohio
$56M +$911K 3 0.39% Increased
224
Aware Super
Aware Super
Australia
$55.9M +$5.64M 1 0.82% Increased
225
Appaloosa LP
Appaloosa LP
New Jersey
$55.7M $0 1 0.86% Maintained