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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
INTECH Investment Management
INTECH Investment Management
Florida
$40.7M -$15.6M 1 0.33% Reduced
227
Rockefeller Capital Management
Rockefeller Capital Management
New York
$40.5M +$1.95M 1 0.17% Increased
228
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$40.4M -$12.9M 2 0.95% Reduced
229
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$40.1M +$313K 1 0.16% Increased
230
Arizona State Retirement System
Arizona State Retirement System
Arizona
$39.9M +$42.2K 2 0.36% Increased
231
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$39.8M +$35.2M 2 0.88% Increased
232
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$39.4M +$16.6M 1 0.14% Increased
233
Amalgamated Bank
Amalgamated Bank
New York
$39.3M -$78.8K 2 0.34% Reduced
234
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$39.3M +$331K 1 0.66% Increased
235
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$39.3M +$4.21M 1 0.91% Increased
236
Meyer Handelman Company
Meyer Handelman Company
New York
$39.2M +$617K 1 1.64% Increased
237
Vontobel Holding
Vontobel Holding
Switzerland
$39.1M +$5.37M 1 0.36% Increased
238
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$38.8M +$1.74M 1 1.31% Increased
239
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$38.8M -$5.54M 1 0.47% Reduced
240
Calamos Advisors
Calamos Advisors
Illinois
$38.5M -$13.8M 1 0.19% Reduced
241
Epoch Investment Partners
Epoch Investment Partners
New York
$37.9M +$19.4M 1 0.23% Increased
242
Conning Inc
Conning Inc
Connecticut
$37.8M -$275K 1 1.26% Reduced
243
CF
Cypress Funds
California
$37.7M -$6.22M 1 5.32% Reduced
244
EWM
Endurance Wealth Management
Rhode Island
$37.6M -$14.5K 1 5.33% Reduced
245
SFG
Sather Financial Group
Texas
$37.1M +$1.03M 1 3.23% Increased
246
Man Group
Man Group
United Kingdom
$37.1M -$28.8M 0 – Closed
247
BAM
Berkshire Asset Management
Pennsylvania
$37M +$32.7K 1 2.28% Increased
248
Cullen Capital Management
Cullen Capital Management
New York
$36.4M +$35.5M 1 0.33% New
249
Commerce Bank
Commerce Bank
Missouri
$36.4M -$2.05M 1 0.28% Reduced
250
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$35.8M -$9.99M 2 0.24% Reduced