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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
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$41.3M +$3.75M 1 0.16% Increased
227
OA
Oak Associates
Ohio
$41.2M -$3.01M 2 3.3% Reduced
228
William Blair & Company
William Blair & Company
Illinois
$41.1M +$190K 2 0.15% Increased
229
QI
Qualcomm Inc
California
$41M -$4.91M 1 100% Reduced
230
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$40.5M +$4.18M 1 0.48% Increased
231
MetLife Investment Management
MetLife Investment Management
New Jersey
$40.1M -$1.07M 2 0.29% Reduced
232
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$39.5M +$552K 1 0.24% Increased
233
MAI Capital Management
MAI Capital Management
Ohio
$38.9M -$960K 1 0.57% Reduced
234
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$38.9M -$565K 2 0.29% Reduced
235
Arizona State Retirement System
Arizona State Retirement System
Arizona
$38.8M +$1.45M 2 0.32% Increased
236
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$38.7M +$2.38M 1 1.21% Increased
237
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$38.6M +$10.7M 1 0.47% Increased
238
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$37.4M -$1.68M 1 0.37% Reduced
239
Manning & Napier Group
Manning & Napier Group
New York
$37.4M +$4.74M 1 0.43% Increased
240
Meyer Handelman Company
Meyer Handelman Company
New York
$37.1M +$453K 1 1.5% Increased
241
SFG
Sather Financial Group
Texas
$36.8M +$2.12M 1 2.95% Increased
242
Rockefeller Capital Management
Rockefeller Capital Management
New York
$36.7M -$1M 1 0.14% Reduced
243
ClearBridge Investments
ClearBridge Investments
New York
$36.3M -$45.8M 1 0.03% Reduced
244
Conning Inc
Conning Inc
Connecticut
$36.3M +$969K 1 1.21% Increased
245
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$36M +$2.45M 2 0.24% Increased
246
AustralianSuper
AustralianSuper
Australia
$35.7M +$34.5M 1 0.23% New
247
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$35.6M -$1.54M 2 0.82% Reduced
248
Amalgamated Bank
Amalgamated Bank
New York
$35.6M -$1.14M 2 0.29% Reduced
249
EWM
Endurance Wealth Management
Rhode Island
$35.2M +$134K 1 4.82% Increased
250
BAM
Berkshire Asset Management
Pennsylvania
$35.2M +$685K 1 2.09% Increased