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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
DnB Asset Management
DnB Asset Management
Norway
$47.4M +$2.14M 1 0.28% Increased
252
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47.4M -$195K 1 0.43% Reduced
253
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$47.1M -$6.36M 1 0.45% Reduced
254
USS Investment Management
USS Investment Management
United Kingdom
$47.1M $0 1 0.36% Maintained
255
Becker Capital Management
Becker Capital Management
Oregon
$47M -$424K 1 1.86% Reduced
256
Första AP-fonden
Första AP-fonden
Sweden
$47M $0 1 0.47% Maintained
257
Point72 Asset Management
Point72 Asset Management
Connecticut
$47M +$35.1M 2 0.19% Increased
258
PDM
Penn Davis McFarland
Texas
$46.1M -$383K 1 7.82% Reduced
259
NSLI
Nan Shan Life Insurance
Taiwan
$46M -$35.3M 1 0.7% Reduced
260
Xponance
Xponance
Pennsylvania
$45.9M +$8.33M 2 0.72% Increased
261
EWM
Endurance Wealth Management
Rhode Island
$45.9M -$6.95M 1 4.93% Reduced
262
PineBridge Investments
PineBridge Investments
New York
$45.5M +$7.84M 1 0.47% Increased
263
Vontobel Holding
Vontobel Holding
Switzerland
$45.3M -$2.9M 1 0.38% Reduced
264
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$44.4M +$8.76M 1 1.05% Increased
265
Holocene Advisors
Holocene Advisors
New York
$44.2M -$79.5M 1 0.23% Reduced
266
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$44.2M +$23.5M 1 0.49% Increased
267
FLII
First Long Island Investors
New York
$42.6M -$31.7K 1 3.34% Reduced
268
USAA
United Services Automobile Association
Texas
$42.3M -$328K 1 0.71% Reduced
269
Advisors Asset Management
Advisors Asset Management
Colorado
$41.8M +$4.66M 2 0.6% Increased
270
Glenmede Trust
Glenmede Trust
Pennsylvania
$41.2M -$4M 1 0.2% Reduced
271
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$41.1M +$193K 1 1.43% Increased
272
TCM
Telos Capital Management
California
$40.8M +$42.9K 1 5.11% Increased
273
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$40.8M +$35.3M 1 0.81% Increased
274
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$40.7M -$1.5M 1 0.77% Reduced
275
Scotia Capital
Scotia Capital
Ontario, Canada
$40.6M +$2.67M 1 0.27% Increased