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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
226
Seizert Capital Partners
Seizert Capital Partners
Michigan
$66.4M -$14.6M 1 2.74% Reduced
227
STRS Ohio
STRS Ohio
Ohio
$65.7M +$13.4M 4 0.25% Increased
228
CI Investments Inc
CI Investments Inc
Ontario, Canada
$65.6M +$32.8M 1 0.21% Increased
229
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$65M +$52.1M 1 0.25% New
230
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$64.9M -$2.71M 2 0.22% Reduced
231
Credit Agricole
Credit Agricole
France
$64.4M +$29.3M 1 0.13% Increased
232
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$64.2M +$29.6M 1 0.17% Increased
233
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$63.8M -$3.22M 1 1.14% Reduced
234
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$63.8M +$64.6M 1 0.02% New
235
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$63M +$32.8M 1 0.22% Increased
236
MAI Capital Management
MAI Capital Management
Ohio
$62.9M +$3.47M 1 0.24% Increased
237
Advisors Capital Management
Advisors Capital Management
New Jersey
$62.4M -$23M 1 0.66% Reduced
238
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$61.9M +$17M 1 0.66% Increased
239
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$61.8M -$1.51M 1 1.29% Reduced
240
Swiss Life Asset Management
Swiss Life Asset Management
$61.5M -$1.32M 2 0.25% Reduced
241
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.4M +$439K 1 0.18% Increased
242
SFA
Spectrum Financial Alliance
Kentucky
$60.8M +$1.25M 1 8.95% Increased
243
Tredje AP-fonden
Tredje AP-fonden
Sweden
$60.8M +$4.23M 1 0.28% Increased
244
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$60.8M -$3.04M 1 0.33% Reduced
245
Beck Mack & Oliver
Beck Mack & Oliver
New York
$60.8M -$176K 1 1.18% Reduced
246
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$60.2M -$3.98M 1 0.27% Reduced
247
Optiver Holding
Optiver Holding
Netherlands
$60.1M +$55.9M 1 0.02% Increased
248
Rakuten Investment Management
Rakuten Investment Management
Japan
$58.3M +$7.56M 1 0.17% Increased
249
OFI Invest Asset Management
OFI Invest Asset Management
France
$58.2M -$32.3M 2 0.58% Reduced
250
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$57.5M -$21.4M 1 0.43% Reduced