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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
$58.6M -$345K 1 1.22% Reduced
227
Defiance ETFs
Defiance ETFs
New York
$58.4M +$57.7M 1 1.91% New
228
VOYA Investment Management
VOYA Investment Management
Georgia
$58.3M -$677K 3 0.06% Reduced
229
STRS Ohio
STRS Ohio
Ohio
$58.3M +$13.8M 3 0.22% Increased
230
Slate Path Capital
Slate Path Capital
New York
$57.7M +$65.8M 1 0.78% New
231
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$57.4M +$326K 1 0.28% Increased
232
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$56.6M -$154K 1 0.63% Reduced
233
Allspring Global Investments
Allspring Global Investments
North Carolina
$56.1M -$300K 1 0.09% Reduced
234
Resona Asset Management
Resona Asset Management
Japan
$56.1M -$3.76M 1 0.27% Reduced
235
Beck Mack & Oliver
Beck Mack & Oliver
New York
$55.8M -$1.97M 1 1.01% Reduced
236
Candriam SCA
Candriam SCA
Luxembourg
$55.4M -$2.87M 1 0.28% Reduced
237
ClearBridge Investments
ClearBridge Investments
New York
$54.7M -$9.01M 1 0.04% Reduced
238
Point72 Asset Management
Point72 Asset Management
Connecticut
$54.7M +$52.6M 1 0.06% Increased
239
Rockefeller Capital Management
Rockefeller Capital Management
New York
$54M -$14.8M 2 0.1% Reduced
240
Mediolanum International Funds
Mediolanum International Funds
Ireland
$53.7M +$1.47M 1 0.54% Increased
241
AIP
Arrowpoint Investment Partners
Singapore
$53.5M +$53.6M 1 7.88% New
242
Swiss Life Asset Management
Swiss Life Asset Management
$52.9M -$24.6M 1 0.27% Reduced
243
Millennium Management
Millennium Management
New York
$52.6M -$83.3M 4 0.02% Reduced
244
MML Investors Services
MML Investors Services
Massachusetts
$52.4M +$1.52M 1 0.13% Increased
245
Arizona State Retirement System
Arizona State Retirement System
Arizona
$52.3M -$2.62M 2 0.28% Reduced
246
SFA
Spectrum Financial Alliance
Kentucky
$51.9M +$3.52M 1 10.26% Increased
247
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$51.8M -$2.9M 2 0.17% Reduced
248
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$51.4M +$51.5M 1 0.61% New
249
BAM
Berkshire Asset Management
Pennsylvania
$51.3M -$644K 1 2.25% Reduced
250
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$50M -$1.69M 1 0.35% Reduced