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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
$58.2M -$240K 2 0.36% Reduced
227
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$58.2M +$17.2M 1 0.16% Increased
228
Resona Asset Management
Resona Asset Management
Japan
$58M -$3.73M 1 0.28% Reduced
229
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$58M +$774K 1 0.38% Increased
230
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$57.7M +$1.54M 1 1.09% Increased
231
Daiwa Securities Group
Daiwa Securities Group
Japan
$57.7M +$2.06M 2 0.19% Increased
232
VOYA Investment Management
VOYA Investment Management
Georgia
$57.5M -$9.09M 3 0.06% Reduced
233
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$57.3M -$551K 1 1.15% Reduced
234
Capital Investment Advisors
Capital Investment Advisors
Georgia
$57.2M +$5.88M 1 0.94% Increased
235
Candriam SCA
Candriam SCA
Luxembourg
$56.7M -$12.3M 1 0.3% Reduced
236
Beck Mack & Oliver
Beck Mack & Oliver
New York
$56.1M -$430K 1 1.02% Reduced
237
Huntington National Bank
Huntington National Bank
Ohio
$55.8M -$836K 2 0.34% Reduced
238
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$55.5M -$1.06M 1 0.27% Reduced
239
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$55.2M -$177K 1 0.62% Reduced
240
Allspring Global Investments
Allspring Global Investments
North Carolina
$54.3M -$4.94M 1 0.09% Reduced
241
Arizona State Retirement System
Arizona State Retirement System
Arizona
$53.5M -$1.15M 2 0.29% Reduced
242
Achmea Investment Management
Achmea Investment Management
Netherlands
$52.8M +$9.61M 1 0.66% Increased
243
Penserra Capital Management
Penserra Capital Management
California
$51.1M +$9.27M 1 0.61% Increased
244
Vontobel Holding
Vontobel Holding
Switzerland
$50.7M +$5.76M 2 0.15% Increased
245
BAM
Berkshire Asset Management
Pennsylvania
$50.5M +$400K 1 2.15% Increased
246
Oberweis Asset Management
Oberweis Asset Management
Illinois
$50.4M +$2.76M 1 1.93% Increased
247
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$50.2M +$3.74M 1 0.38% Increased
248
Mediolanum International Funds
Mediolanum International Funds
Ireland
$49.7M +$5.45M 1 0.52% Increased
249
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$49.6M +$130K 1 0.43% Increased
250
MML Investors Services
MML Investors Services
Massachusetts
$49.5M -$1.8M 1 0.13% Reduced