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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
MAI Capital Management
MAI Capital Management
Ohio
$53.1M +$33.2K 3 0.4% Increased
227
CF
Corebridge Financial
Texas
$53M -$2.1M 2 0.3% Reduced
228
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$52.8M +$11.2M 1 0.33% Increased
229
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$52.5M +$1.89M 1 0.43% Increased
230
MetLife Investment Management
MetLife Investment Management
New Jersey
$52.3M -$1.21M 2 0.28% Reduced
231
Beck Mack & Oliver
Beck Mack & Oliver
New York
$52.1M -$276K 1 1.04% Reduced
232
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$51.7M -$6.83M 1 0.52% Reduced
233
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$51.2M +$37.9M 1 4.39% Increased
234
Robeco Schweiz
Robeco Schweiz
Switzerland
$50.7M +$9.56M 2 1.25% Increased
235
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$49.7M +$4.08M 1 0.69% Increased
236
MML Investors Services
MML Investors Services
Massachusetts
$49.6M +$6.36M 1 0.17% Increased
237
Seizert Capital Partners
Seizert Capital Partners
Michigan
$49.6M +$41.6M 1 2.27% Increased
238
Arizona State Retirement System
Arizona State Retirement System
Arizona
$49.2M -$1M 2 0.31% Reduced
239
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$49M -$245K 1 0.28% Reduced
240
Wolverine Trading
Wolverine Trading
Illinois
$48.9M +$4.69M 2 0.06% Increased
241
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$48.9M -$2.94M 1 0.42% Reduced
242
Huntington National Bank
Huntington National Bank
Ohio
$48.6M +$4.42M 2 0.35% Increased
243
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$48.4M -$56.2M 1 0.35% Reduced
244
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$48.4M +$27.7M 1 1.15% Increased
245
Aware Super
Aware Super
Australia
$48M +$20.8M 1 0.82% Increased
246
Första AP-fonden
Första AP-fonden
Sweden
$47.5M -$1.3M 1 0.36% Reduced
247
OA
Oak Associates
Ohio
$47.4M -$1.46M 1 3.56% Reduced
248
ClearBridge Investments
ClearBridge Investments
New York
$47.4M +$21.3M 1 0.04% Increased
249
Boston Partners
Boston Partners
Massachusetts
$46.8M -$781K 1 0.06% Reduced
250
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$45.8M +$12.7M 1 0.18% Increased