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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
MetLife Investment Management
MetLife Investment Management
New Jersey
$29.2M +$27.7M 1 0.33% New
227
Holocene Advisors
Holocene Advisors
New York
$29.2M +$27.6M 2 0.74% New
228
AGA
Altrinsic Global Advisors
Connecticut
$29.1M -$192K 1 1.11% Reduced
229
HI
Honeywell International
North Carolina
$28.8M -$1.8M 1 0.95% Reduced
230
Truist Financial
Truist Financial
North Carolina
$28.3M -$3.24M 1 0.53% Reduced
231
Profund Advisors
Profund Advisors
Maryland
$28.3M +$4.15M 1 1.09% Increased
232
RA
RiverPark Advisors
New York
$28.2M -$13.3M 1 4.03% Reduced
233
Gotham Asset Management
Gotham Asset Management
New York
$28M -$3.31M 1 0.41% Reduced
234
SAM
Shell Asset Management
Netherlands
$27.7M -$4.77M 2 0.55% Reduced
235
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$27.7M -$982K 1 0.22% Reduced
236
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$27.5M -$13.5M 1 0.58% Reduced
237
Cincinnati Insurance
Cincinnati Insurance
Ohio
$27.4M $0 1 0.78% Maintained
238
DP
Dearborn Partners
Illinois
$27.2M -$704K 1 1.96% Reduced
239
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$27.1M +$25.6M 1 1.41% New
240
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$26.8M +$3.91M 1 0.41% Increased
241
Comerica Bank
Comerica Bank
Texas
$26.8M -$1.28M 1 0.18% Reduced
242
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$26.8M -$19.5M 2 0.18% Reduced
243
Aberdeen Group
Aberdeen Group
United Kingdom
$26.5M +$179K 1 0.05% Increased
244
ST
Sabal Trust
Florida
$26.5M -$754K 1 2.7% Reduced
245
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$26M +$13.1M 2 0.14% Increased
246
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$25.9M +$23.5M 1 0.6% Increased
247
TPSF
Texas Permanent School Fund
Texas
$25.8M -$425K 1 0.32% Reduced
248
SG Americas Securities
SG Americas Securities
New York
$25.7M +$18M 1 0.24% Increased
249
FCM
Fairbanks Capital Management
California
$25.6M -$92.4K 1 23.52% Reduced
250
CCM
Compass Capital Management
Minnesota
$25.3M -$1.64M 1 3.83% Reduced