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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
$44.1M +$5.69K 1 0.95% Increased
227
Swiss Life Asset Management
Swiss Life Asset Management
$43.7M +$4.4M 1 0.21% Increased
228
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$43M -$234K 1 0.23% Reduced
229
Resona Asset Management
Resona Asset Management
Japan
$42.6M +$648K 1 0.21% Increased
230
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$42.5M -$1.63M 2 0.14% Reduced
231
Beck Mack & Oliver
Beck Mack & Oliver
New York
$42.5M +$541K 1 0.88% Increased
232
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$42.3M -$309K 1 0.42% Reduced
233
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$42.3M -$12.2M 1 0.07% Reduced
234
Aware Super
Aware Super
Australia
$42.1M +$47.7M 1 0.64% New
235
SFA
Spectrum Financial Alliance
Kentucky
$41.5M +$2.75M 1 7.98% Increased
236
MAI Capital Management
MAI Capital Management
Ohio
$41.4M -$5.75M 4 0.23% Reduced
237
Rockefeller Capital Management
Rockefeller Capital Management
New York
$41.4M +$849K 2 0.07% Increased
238
Tredje AP-fonden
Tredje AP-fonden
Sweden
$39.5M +$29.6M 1 0.22% Increased
239
BAM
Berkshire Asset Management
Pennsylvania
$38.8M +$207K 1 1.66% Increased
240
Becker Capital Management
Becker Capital Management
Oregon
$38.6M +$3.88M 1 1.14% Increased
241
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$38.5M +$2.83M 1 0.46% Increased
242
Arizona State Retirement System
Arizona State Retirement System
Arizona
$38.1M -$1.41M 2 0.22% Reduced
243
Czech National Bank
Czech National Bank
Czech Republic
$37.4M +$1.19M 1 0.25% Increased
244
&Partners
&Partners
Tennessee
$37.4M +$1.45M 1 0.18% Increased
245
Vontobel Holding
Vontobel Holding
Switzerland
$37.1M -$9.11M 2 0.13% Reduced
246
MAA
Matrix Asset Advisors
New York
$37M +$10.2M 1 3.39% Increased
247
STRS Ohio
STRS Ohio
Ohio
$36.4M -$8.48M 3 0.14% Reduced
248
WAM
Wilsey Asset Management
California
$36.4M +$40.8M 1 5.7% Increased
249
PineBridge Investments
PineBridge Investments
New York
$36.3M -$18.8M 1 0.31% Reduced
250
Vinva Investment Management
Vinva Investment Management
Australia
$35.1M -$11.6M 1 0.44% Reduced