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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
Xponance
Xponance
Pennsylvania
$29.8M +$2.09M 1 0.41% Increased
252
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$29.8M -$154M 2 0.09% Reduced
253
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.8M -$1.48M 1 0.33% Reduced
254
Vontobel Holding
Vontobel Holding
Switzerland
$29.8M -$393K 1 0.28% Reduced
255
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$29.6M +$270K 1 0.67% Increased
256
Perpetual Ltd
Perpetual Ltd
Australia
$29.2M +$12.2M 1 0.3% Increased
257
Allspring Global Investments
Allspring Global Investments
North Carolina
$29M -$238K 2 0.05% Reduced
258
QRG Capital Management
QRG Capital Management
Illinois
$28.9M +$30.2M 1 0.5% New
259
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$28.8M $0 1 0.35% Maintained
260
SFA
Spectrum Financial Alliance
Kentucky
$28.7M +$330K 1 14.48% Increased
261
Mercer Global Advisors
Mercer Global Advisors
Colorado
$28.7M +$499K 1 0.11% Increased
262
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$28.5M +$1.38M 1 0.25% Increased
263
MPMG
Minneapolis Portfolio Management Group
Minnesota
$28.3M -$215K 1 4.18% Reduced
264
Pinnacle Associates
Pinnacle Associates
New York
$28.2M -$922K 2 0.52% Reduced
265
FCI
Financial Counselors Inc
Kansas
$28.2M -$417K 1 0.56% Reduced
266
Select Equity Group
Select Equity Group
New York
$28.1M -$20.1M 1 0.12% Reduced
267
Wolverine Trading
Wolverine Trading
Illinois
$28M +$22M 1 0.03% Increased
268
Första AP-fonden
Första AP-fonden
Sweden
$28M +$1.02M 1 0.31% Increased
269
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$27M +$44K 1 0.5% Increased
270
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$26.9M -$352K 1 0.48% Reduced
271
HP
Holowesko Partners
Bahamas
$26.8M $0 1 11.32% Maintained
272
CIBC World Markets
CIBC World Markets
New York
$26.6M +$1.77M 1 0.26% Increased
273
IFM Investors
IFM Investors
Australia
$26.2M +$995K 1 0.34% Increased
274
Calamos Advisors
Calamos Advisors
Illinois
$26.1M $0 1 0.14% Maintained
275
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$26.1M -$7.82M 1 0.17% Reduced