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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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$70.2M -$8.49M 1 0.02% Reduced
202
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$70M +$7.3M 1 0.45% Increased
203
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$70M +$1.13M 1 0.45% Increased
204
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$69.9M -$11.5M 2 0.28% Reduced
205
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$69.8M +$5.33M 1 1.05% Increased
206
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$67.5M -$747K 1 0.2% Reduced
207
Boston Partners
Boston Partners
Massachusetts
$67.4M -$5.44M 1 0.07% Reduced
208
Rockefeller Capital Management
Rockefeller Capital Management
New York
$66.9M +$389K 2 0.13% Increased
209
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$65.7M +$583K 2 0.87% Increased
210
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$65.2M +$1.1M 2 0.24% Increased
211
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$64.6M +$2.44M 1 0.25% Increased
212
Macquarie Group
Macquarie Group
Australia
$64M -$24M 1 0.07% Reduced
213
Welch Group
Welch Group
Alabama
$63.8M +$1.25M 1 2.49% Increased
214
PineBridge Investments
PineBridge Investments
New York
$63.1M -$22.1M 1 0.47% Reduced
215
Nissay Asset Management
Nissay Asset Management
Japan
$62.8M -$690K 1 0.35% Reduced
216
CCM
Compass Capital Management
Minnesota
$62.5M +$153K 1 3.3% Increased
217
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$62.1M -$2.07M 1 0.2% Reduced
218
NewEdge Advisors
NewEdge Advisors
Louisiana
$62M +$41.5M 4 0.28% Increased
219
ClearBridge Investments
ClearBridge Investments
New York
$62M +$3.1M 1 0.05% Increased
220
Första AP-fonden
Första AP-fonden
Sweden
$61.3M +$8.61M 1 0.36% Increased
221
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$60.5M +$395K 2 0.23% Increased
222
SFG
Sather Financial Group
Texas
$60M +$420K 1 3.26% Increased
223
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$59.7M -$2.05M 2 0.2% Reduced
224
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$59M +$5.99M 1 0.42% Increased
225
Aware Super
Aware Super
Australia
$58.3M $0 1 0.8% Maintained