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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
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$54.1M +$5.55M 2 0.06% Increased
202
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$53.8M -$25M 1 0.59% Reduced
203
Welch Group
Welch Group
Alabama
$53.8M +$4.55M 1 2.02% Increased
204
Panagora Asset Management
Panagora Asset Management
Massachusetts
$53.5M -$74.4M 2 0.2% Reduced
205
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$53.1M -$209K 1 0.39% Reduced
206
Empowered Funds
Empowered Funds
Pennsylvania
$53.1M +$60.2M 1 0.34% New
207
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$51.9M -$14.9M 1 0.66% Reduced
208
Gotham Asset Management
Gotham Asset Management
New York
$49.6M +$22.9M 1 0.15% Increased
209
Todd Asset Management
Todd Asset Management
Kentucky
$49.2M -$11.1M 1 0.96% Reduced
210
Tidal Investments
Tidal Investments
Wisconsin
$48.8M +$3.24M 3 0.1% Increased
211
Huntington National Bank
Huntington National Bank
Ohio
$48.3M +$4.68M 3 0.27% Increased
212
Boston Partners
Boston Partners
Massachusetts
$47.8M -$2.17M 1 0.05% Reduced
213
SFG
Sather Financial Group
Texas
$47.7M +$1.72M 1 2.93% Increased
214
VOYA Investment Management
VOYA Investment Management
Georgia
$47.1M +$3.67M 3 0.05% Increased
215
ORIO
Old Republic International (ORI)
Illinois
$47M -$11.3M 1 1.87% Reduced
216
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$46.9M -$2.17M 1 0.18% Reduced
217
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$46.7M +$993K 1 0.88% Increased
218
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$46.3M +$339K 1 0.9% Increased
219
Penserra Capital Management
Penserra Capital Management
California
$46M +$1.62M 1 0.54% Increased
220
CCM
Compass Capital Management
Minnesota
$45.6M -$127K 1 2.76% Reduced
221
Jane Street
Jane Street
New York
$45.1M +$36.3M 3 0.01% Increased
222
Woodline Partners
Woodline Partners
California
$44.9M +$36.4M 2 0.17% Increased
223
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$44.7M -$16.1M 1 0.23% Reduced
224
Defiance ETFs
Defiance ETFs
New York
$44.6M +$1.48M 1 0.64% Increased
225
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$44.5M -$1.8M 1 0.27% Reduced