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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
MetLife Investment Management
MetLife Investment Management
New Jersey
$53.9M +$546K 2 0.29% Increased
227
Nissay Asset Management
Nissay Asset Management
Japan
$53.4M +$2.02M 1 0.33% Increased
228
SFG
Sather Financial Group
Texas
$53.1M +$239K 1 3.33% Increased
229
MAI Capital Management
MAI Capital Management
Ohio
$53M +$190K 2 0.39% Increased
230
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$52.8M +$46.2M 1 0.2% New
231
Beck Mack & Oliver
Beck Mack & Oliver
New York
$52.4M -$645K 1 0.97% Reduced
232
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$51.7M +$4.37M 1 0.25% Increased
233
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$51.7M -$2.15M 1 0.44% Reduced
234
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$51M +$1.75M 1 0.41% Increased
235
BAM
Berkshire Asset Management
Pennsylvania
$51M -$1.63M 1 2.41% Reduced
236
Resona Asset Management
Resona Asset Management
Japan
$50.6M -$2.92M 1 0.3% Reduced
237
Arizona State Retirement System
Arizona State Retirement System
Arizona
$50.4M +$471K 2 0.31% Increased
238
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$50M -$75.7M 2 0.11% Reduced
239
Robeco Schweiz
Robeco Schweiz
Switzerland
$49.9M -$856K 2 1.07% Reduced
240
Viking Global Investors
Viking Global Investors
Connecticut
$49.6M +$52.9M 1 0.16% New
241
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$49.2M -$98.2K 1 0.26% Reduced
242
Pinnacle Associates
Pinnacle Associates
New York
$49.1M +$9.21M 2 0.67% Increased
243
OA
Oak Associates
Ohio
$48.8M -$339K 2 3.37% Reduced
244
Första AP-fonden
Första AP-fonden
Sweden
$48.8M +$2.6M 1 0.35% Increased
245
DF Dent & Co
DF Dent & Co
Maryland
$48M -$978K 1 0.61% Reduced
246
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$47.8M -$1.28M 2 0.22% Reduced
247
Daiwa Securities Group
Daiwa Securities Group
Japan
$47.7M +$5.18M 2 0.21% Increased
248
Boston Partners
Boston Partners
Massachusetts
$47.6M -$220M 1 0.06% Reduced
249
Meyer Handelman Company
Meyer Handelman Company
New York
$46.4M -$786K 1 1.61% Reduced
250
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$45.9M +$968K 1 0.66% Increased