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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
251
CAM
ClariVest Asset Management
California
$45M -$5.05M 1 1.89% Reduced
252
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$44.9M -$903K 1 0.64% Reduced
253
ACM
Argent Capital Management
Missouri
$44.7M -$1.07M 1 2.51% Reduced
254
Neuberger Berman Group
Neuberger Berman Group
New York
$44.5M +$2.69M 1 0.05% Increased
255
TSU
TD Securities (USA)
New York
$44.3M +$615K 1 0.75% Increased
256
VM
Valinor Management
New York
$44.2M -$26M 1 1.46% Reduced
257
Welch & Forbes
Welch & Forbes
Massachusetts
$44.1M +$348K 1 1.4% Increased
258
Waverton Investment Management
Waverton Investment Management
United Kingdom
$42.6M -$8.26M 1 2.18% Reduced
259
OAM
Origin Asset Management
United Kingdom
$42.2M -$1.88M 1 2.83% Reduced
260
Arizona State Retirement System
Arizona State Retirement System
Arizona
$41.8M +$2.21M 1 0.51% Increased
261
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$41.6M +$5.86M 1 0.68% Increased
262
CPIM
Columbia Partners Investment Management
Virginia
$41.3M +$6.35M 2 1.77% Increased
263
PIM
Profit Investment Management
Maryland
$41.3M -$3.09M 1 1.88% Reduced
264
D.E. Shaw & Co
D.E. Shaw & Co
New York
$41.2M -$23.5M 1 0.06% Reduced
265
ACI
AMP Capital Investors
Australia
$40.7M +$6.75M 1 0.29% Increased
266
Bartlett & Co
Bartlett & Co
Ohio
$40.1M +$920K 1 2% Increased
267
Foresters Investment Management
Foresters Investment Management
New York
$39.2M -$303K 1 0.85% Reduced
268
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$39.1M -$2.23M 1 0.83% Reduced
269
HI
Honeywell International
North Carolina
$39.1M -$7.19M 1 0.94% Reduced
270
PineBridge Investments
PineBridge Investments
New York
$39.1M +$15.1M 1 1.17% Increased
271
Truist Financial
Truist Financial
North Carolina
$39.1M +$2M 1 1.26% Increased
272
QGM
Quality Growth Management
California
$38.9M +$36.9M 1 33.13% New
273
HighTower Advisors
HighTower Advisors
Illinois
$38.8M +$3.44M 1 0.8% Increased
274
Davenport & Co
Davenport & Co
Virginia
$38.5M -$308K 1 0.72% Reduced
275
PHAM
Pacific Heights Asset Management
California
$38.2M -$7.05M 1 1.14% Reduced