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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
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$35.2M -$2.74M 1 0.44% Reduced
227
Meyer Handelman Company
Meyer Handelman Company
New York
$34.9M +$324K 1 1.41% Increased
228
Manning & Napier Group
Manning & Napier Group
New York
$34.8M -$47.3K 1 0.43% Reduced
229
PAM
Private Asset Management
California
$34.6M -$4.51M 1 8.12% Reduced
230
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$34.3M +$4.09M 1 0.46% Increased
231
Point72 Asset Management
Point72 Asset Management
Connecticut
$34.2M -$48.6M 1 0.1% Reduced
232
Conning Inc
Conning Inc
Connecticut
$34.1M +$290K 1 1.24% Increased
233
MML Investors Services
MML Investors Services
Massachusetts
$34.1M +$4.78M 1 0.19% Increased
234
Rockefeller Capital Management
Rockefeller Capital Management
New York
$33.7M -$392K 2 0.13% Reduced
235
ClearBridge Investments
ClearBridge Investments
New York
$33.7M -$225K 1 0.03% Reduced
236
Candriam SCA
Candriam SCA
Luxembourg
$33.4M -$25.1M 2 0.24% Reduced
237
Becker Capital Management
Becker Capital Management
Oregon
$33.2M +$1.64M 1 1.32% Increased
238
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$32.7M +$34.2M 1 0.86% New
239
BAM
Berkshire Asset Management
Pennsylvania
$32.7M -$196K 1 2.04% Reduced
240
Woodline Partners
Woodline Partners
California
$32.6M -$7.88M 2 0.38% Reduced
241
Amalgamated Bank
Amalgamated Bank
New York
$32.4M -$734K 2 0.28% Reduced
242
QI
Qualcomm Inc
California
$32.1M -$6.43M 1 100% Reduced
243
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$31.6M -$4.68M 1 0.97% Reduced
244
Comerica Bank
Comerica Bank
Texas
$31.3M +$32.7M 1 0.16% New
245
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$31M -$2.72M 1 0.03% Reduced
246
Meag Munich Ergo
Meag Munich Ergo
Germany
$30.6M +$428K 1 1.34% Increased
247
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$30.2M -$527K 1 0.38% Reduced
248
TCTC Holdings
TCTC Holdings
Texas
$30.2M +$371K 1 1.16% Increased
249
USS Investment Management
USS Investment Management
United Kingdom
$30M +$863K 1 0.33% Increased
250
TI
Think Investments
California
$29.9M $0 1 6.74% Maintained