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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
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$55.4M -$512K 1 1.12% Reduced
227
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$54.7M -$11.5K 1 0.39% Reduced
228
Huntington National Bank
Huntington National Bank
Ohio
$54.3M +$3.6M 2 0.36% Increased
229
Beck Mack & Oliver
Beck Mack & Oliver
New York
$54.2M +$109K 1 1.03% Increased
230
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$54.2M +$3.12M 1 0.28% Increased
231
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$53.7M -$414K 1 1.08% Reduced
232
Daiwa Securities Group
Daiwa Securities Group
Japan
$53.1M -$4.27M 2 0.2% Reduced
233
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$53M +$1.38M 1 0.68% Increased
234
Arizona State Retirement System
Arizona State Retirement System
Arizona
$52.2M +$983K 2 0.3% Increased
235
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$52M -$24.4M 2 0.64% Reduced
236
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$50.5M -$183K 1 0.41% Reduced
237
Första AP-fonden
Första AP-fonden
Sweden
$50M +$662K 1 0.33% Increased
238
Regions Financial Corp
Regions Financial Corp
Alabama
$49.9M -$28.8M 1 0.34% Reduced
239
HRT Financial
HRT Financial
New York
$49.8M +$45.6M 2 0.22% Increased
240
Empowered Funds
Empowered Funds
Pennsylvania
$49.3M +$5.92M 1 0.56% Increased
241
MML Investors Services
MML Investors Services
Massachusetts
$49.2M -$2.08M 1 0.14% Reduced
242
Capital Investment Advisors
Capital Investment Advisors
Georgia
$48.9M +$4.47M 1 0.88% Increased
243
MetLife Investment Management
MetLife Investment Management
New Jersey
$48M -$6.09M 2 0.28% Reduced
244
BAM
Berkshire Asset Management
Pennsylvania
$47.9M +$512K 1 2.17% Increased
245
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$47.4M +$7.39M 1 0.44% Increased
246
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$47.1M -$21.1M 1 0.46% Reduced
247
Robeco Schweiz
Robeco Schweiz
Switzerland
$46.6M -$9.61M 2 1.07% Reduced
248
DF Dent & Co
DF Dent & Co
Maryland
$45.4M -$1.08M 1 0.58% Reduced
249
Boston Trust Walden
Boston Trust Walden
Massachusetts
$45.2M -$2.07M 1 0.32% Reduced
250
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$45.2M -$645K 1 0.49% Reduced