← 모든 테마 인공지능

AI 추론 실리콘

추론용 반도체는 모델을 학습시키는 것이 아니라 학습된 모델을 실제 서비스 환경에서 실행하며, 최고 성능보다 와트당 처리량을 더 중시해요. 이는 학습과는 별개의 설계 과제이며, 기존 칩 업체뿐 아니라 맞춤형 가속기 설계 업체들도 이 분야에 뛰어들게 했어요.

7개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
276
Gotham Asset Management
Gotham Asset Management
New York
US$4825만 -US$2324만 1 0.11% 축소
277
Trexquant Investment
Trexquant Investment
Connecticut
US$4815만 +US$4281만 2 0.28% 증가
278
BSL
Blue Sparrow LLC
Delaware
US$4786만 +US$4843만 1 0.46% 신규
279
Huntington National Bank
Huntington National Bank
Ohio
US$4707만 -US$2251만 3 0.23% 축소
280
GF Fund Management
GF Fund Management
China
US$4700만 +US$652만 1 0.56% 증가
281
MetLife Investment Management
MetLife Investment Management
New Jersey
US$4684만 -US$331만 3 0.21% 축소
282
Tudor Investment Corp
Tudor Investment Corp
Connecticut
US$4670만 +US$3804만 1 0.06% 증가
283
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
US$4669만 -US$32.2만 1 0.69% 축소
284
Harvest Fund Management
Harvest Fund Management
China
US$4658만 +US$3240만 1 1.54% 증가
285
Appaloosa LP
Appaloosa LP
New Jersey
US$4620만 -US$4649만 1 0.6% 축소
286
Primecap Management
Primecap Management
California
US$4585만 -US$8723만 2 0.03% 축소
287
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$4581만 +US$1940만 2 0.03% 증가
288
MML Investors Services
MML Investors Services
Massachusetts
US$4561만 -US$82.4만 1 0.09% 축소
289
IFM Investors
IFM Investors
Australia
US$4521만 +US$245만 1 0.3% 증가
290
Matrix Asset Advisors
Matrix Asset Advisors
New York
US$4507만 -US$811만 1 3.66% 축소
291
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$4457만 -US$3783만 1 0.1% 축소
292
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
US$4439만 +US$243만 1 0.51% 증가
293
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
US$4421만 -US$1293만 1 0.55% 축소
294
Pinnacle Associates
Pinnacle Associates
New York
US$4417만 -US$134만 2 0.48% 축소
295
Meyer Handelman Company
Meyer Handelman Company
New York
US$4412만 -US$261만 1 1.25% 축소
296
Mairs & Power Inc
Mairs & Power Inc
Minnesota
US$4407만 -US$5516만 2 0.4% 축소
297
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$4353만 -US$4.09억 2 0.16% 축소
298
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
US$4302만 -US$295만 1 0.21% 축소
299
USS Investment Management
USS Investment Management
United Kingdom
US$4186만 +US$630만 2 0.15% 증가
300
UniSuper Management
UniSuper Management
Australia
US$4137만 +US$75.4만 1 0.21% 증가