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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
MML Investors Services
MML Investors Services
Massachusetts
$47.5M +$2.66M 1 0.22% Increased
227
OA
Oak Associates
Ohio
$47.1M -$1.34M 2 3.56% Reduced
228
Allspring Global Investments
Allspring Global Investments
North Carolina
$47M +$8.81M 2 0.08% Increased
229
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$46.8M -$7.82M 2 0.27% Reduced
230
R.M. Davis Inc
R.M. Davis Inc
Maine
$46.5M -$2.83M 1 1.07% Reduced
231
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$46.4M -$644K 1 0.28% Reduced
232
MetLife Investment Management
MetLife Investment Management
New Jersey
$46.1M -$772K 2 0.33% Reduced
233
Arizona State Retirement System
Arizona State Retirement System
Arizona
$46.1M -$173K 2 0.35% Reduced
234
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$45.9M -$59.5M 1 0.12% Reduced
235
Meyer Handelman Company
Meyer Handelman Company
New York
$45.5M +$51.4K 1 1.77% Increased
236
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$45.1M -$644K 1 0.53% Reduced
237
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$44.7M +$9.21M 1 0.31% Increased
238
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$44.6M -$1.56M 1 0.56% Reduced
239
Becker Capital Management
Becker Capital Management
Oregon
$42.9M -$248K 1 1.55% Reduced
240
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$42.7M +$125K 1 1% Increased
241
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$42.6M -$1.17M 1 0.4% Reduced
242
BAM
Berkshire Asset Management
Pennsylvania
$42.4M -$124K 1 2.41% Reduced
243
Vontobel Holding
Vontobel Holding
Switzerland
$41.3M +$2.13M 1 0.35% Increased
244
Perpetual Ltd
Perpetual Ltd
Australia
$40.8M +$2.32M 1 0.42% Increased
245
Verition Fund Management
Verition Fund Management
Connecticut
$40.7M +$31.5M 2 0.32% Increased
246
Comerica Bank
Comerica Bank
Texas
$40.6M -$94.6K 1 0.19% Reduced
247
Amalgamated Bank
Amalgamated Bank
New York
$40.4M -$1.43M 2 0.32% Reduced
248
QRG Capital Management
QRG Capital Management
Illinois
$40.4M +$2.34M 1 0.6% Increased
249
TCTC Holdings
TCTC Holdings
Texas
$39.5M +$216K 1 1.44% Increased
250
Xponance
Xponance
Pennsylvania
$39.4M +$532K 1 0.47% Increased