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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
Manning & Napier Group
Manning & Napier Group
New York
$48.1M -$2.4M 1 0.46% Reduced
227
Arizona State Retirement System
Arizona State Retirement System
Arizona
$48M -$251K 2 0.39% Reduced
228
Creative Planning
Creative Planning
Kansas
$47.9M +$15.3M 2 0.07% Increased
229
MAI Capital Management
MAI Capital Management
Ohio
$47M +$3.06M 1 0.79% Increased
230
Aberdeen Group
Aberdeen Group
United Kingdom
$46.5M -$17.7M 1 0.12% Reduced
231
Amalgamated Bank
Amalgamated Bank
New York
$46.4M +$2.62M 2 0.36% Increased
232
Amalgamated Financial
Amalgamated Financial
New York
$46.4M +$51M 2 0.37% New
233
Woodline Partners
Woodline Partners
California
$46M +$51.1M 2 0.75% New
234
MC
Maplelane Capital
New York
$45.6M +$37.3M 1 1.4% Increased
235
Meyer Handelman Company
Meyer Handelman Company
New York
$45.6M +$549K 1 1.75% Increased
236
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$44.8M +$1.02M 2 0.42% Increased
237
EWM
Endurance Wealth Management
Rhode Island
$43.6M +$5.81M 1 5.64% Increased
238
MPMG
Minneapolis Portfolio Management Group
Minnesota
$43.3M -$783K 1 4.92% Reduced
239
Bridgewater Associates
Bridgewater Associates
Connecticut
$43.1M +$47.1M 1 0.17% Increased
240
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$42.8M -$5.86M 2 0.99% Reduced
241
WestEnd Advisors
WestEnd Advisors
North Carolina
$42.7M -$27.6M 0 – Closed
242
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$42.6M +$12.4M 1 0.58% Increased
243
Conning Inc
Conning Inc
Connecticut
$42.6M -$129K 1 1.16% Reduced
244
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$42.4M +$2.73M 1 0.15% Increased
245
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$42.4M -$145M 2 0.06% Reduced
246
Welch Group
Welch Group
Alabama
$42.3M +$835K 1 2.41% Increased
247
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$42.1M -$178K 1 0.82% Reduced
248
NSLI
Nan Shan Life Insurance
Taiwan
$41.9M +$3.83M 1 0.73% Increased
249
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$41.8M +$2.68M 1 0.44% Increased
250
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$41.8M -$3.42M 1 0.41% Reduced