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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
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$53.5M -$9.98M 1 1.15% Reduced
227
Sit Investment Associates
Sit Investment Associates
Minnesota
$53.3M -$12.8M 2 0.89% Reduced
228
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$52.6M +$5.57M 1 0.66% Increased
229
SC
Stralem & Co
New York
$51.9M -$8.23M 1 2.41% Reduced
230
LSV Asset Management
LSV Asset Management
Illinois
$50.4M +$3.43M 1 0.1% Increased
231
Korea Investment Corp
Korea Investment Corp
South Korea
$49.8M -$7.21M 1 0.41% Reduced
232
VanEck Associates
VanEck Associates
New York
$49.4M +$6.91M 1 0.31% Increased
233
Suntrust Banks
Suntrust Banks
Georgia
$48.3M -$4.43M 1 0.33% Reduced
234
SAM
Shell Asset Management
Netherlands
$47.9M +$12.1M 1 0.77% Increased
235
CP
Cumberland Partners
Ontario, Canada
$47.8M +$17.1M 1 5% Increased
236
H
Hexavest
Quebec, Canada
$47.3M +$359K 1 0.71% Increased
237
TPSF
Texas Permanent School Fund
Texas
$47M -$1.37M 1 0.52% Reduced
238
TSU
TD Securities (USA)
New York
$46.9M +$3.3M 1 0.67% Increased
239
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$46.8M +$247K 1 1.54% Increased
240
SoftBank Group
SoftBank Group
Japan
$45.9M $0 1 0.35% Maintained
241
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$45.6M -$324K 2 0.71% Reduced
242
Gofen & Glossberg
Gofen & Glossberg
Illinois
$45.5M -$431K 1 1.95% Reduced
243
ACM
Argent Capital Management
Missouri
$45M +$4.02M 1 2.16% Increased
244
Welch & Forbes
Welch & Forbes
Massachusetts
$44.7M -$213K 1 1.31% Reduced
245
MVIP
Mar Vista Investment Partners
California
$44.5M -$8.22M 1 2.6% Reduced
246
Aperio Group
Aperio Group
California
$44.4M +$2.63M 1 0.55% Increased
247
HighTower Advisors
HighTower Advisors
Illinois
$43.8M -$20.3K 1 0.67% Reduced
248
Arizona State Retirement System
Arizona State Retirement System
Arizona
$42.8M +$2.37M 1 0.5% Increased
249
1832 Asset Management
1832 Asset Management
Ontario, Canada
$42.6M +$17.4M 1 0.13% Increased
250
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$41.9M -$1.01M 1 0.58% Reduced