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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
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$50.4M -$1.44M 2 0.8% Reduced
227
Conning Inc
Conning Inc
Connecticut
$49.7M -$8.12M 1 1.58% Reduced
228
MPMG
Minneapolis Portfolio Management Group
Minnesota
$49.5M -$897K 1 6.26% Reduced
229
WBC
Westpac Banking Corp
Australia
$48.7M -$14M 1 0.55% Reduced
230
CCM
Compass Capital Management
Minnesota
$48.6M -$7.16M 1 4.26% Reduced
231
William Blair & Company
William Blair & Company
Illinois
$47.3M +$2.41M 1 0.17% Increased
232
Penserra Capital Management
Penserra Capital Management
California
$47.1M +$3.07M 2 1.11% Increased
233
CAM
ClariVest Asset Management
California
$46.3M +$5.37M 2 1.58% Increased
234
TSAM
Trinity Street Asset Management
United Kingdom
$46M -$4.09M 1 4.32% Reduced
235
WMC
Westwood Management Corporation
Illinois
$46M +$2.24M 1 3.87% Increased
236
EWM
Endurance Wealth Management
Rhode Island
$45.8M -$187K 1 5.79% Reduced
237
OPFM
Optimus Prime Fund Management
Cayman Islands
$44.1M +$25M 1 4.74% Increased
238
Todd Asset Management
Todd Asset Management
Kentucky
$44M +$18.6M 1 1.12% Increased
239
CCI
Columbus Circle Investors
$43.9M +$33.5M 1 1.92% New
240
CAM
Contour Asset Management
New York
$43.4M -$18.8M 1 1.6% Reduced
241
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$43.4M -$44.8M 2 0.84% Reduced
242
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$43.3M -$42.3M 1 0.3% Reduced
243
Macquarie Group
Macquarie Group
Australia
$43.3M -$7.53M 2 0.06% Reduced
244
MetLife Investment Management
MetLife Investment Management
New Jersey
$43.1M -$1.59M 2 0.41% Reduced
245
Advisors Capital Management
Advisors Capital Management
New Jersey
$42.7M -$109K 1 1.64% Reduced
246
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.7M +$107K 1 0.48% Increased
247
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$42.6M -$2.39M 1 0.65% Reduced
248
DK
Darrell & King
Virginia
$42.1M -$4.17M 1 6.65% Reduced
249
AustralianSuper
AustralianSuper
Australia
$42M -$36.1M 1 0.32% Reduced
250
Robeco Schweiz
Robeco Schweiz
Switzerland
$41.9M +$6.13M 1 0.9% Increased