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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
AssetMark Inc
AssetMark Inc
California
$39.4M -$62.2M 1 0.14% Reduced
252
Cerity Partners
Cerity Partners
New York
$38.9M +$10.6M 2 0.13% Increased
253
Mercer Global Advisors
Mercer Global Advisors
Colorado
$38.9M +$1.28M 1 0.12% Increased
254
Manning & Napier Group
Manning & Napier Group
New York
$38.7M -$5.67M 1 0.46% Reduced
255
Första AP-fonden
Första AP-fonden
Sweden
$38.5M +$1.8M 1 0.39% Increased
256
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$38.4M +$262K 1 0.8% Increased
257
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$38.1M -$2.67M 1 1.02% Reduced
258
SFA
Spectrum Financial Alliance
Kentucky
$37.8M -$350K 1 15.6% Reduced
259
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$37.7M -$1.44M 1 0.45% Reduced
260
Conning Inc
Conning Inc
Connecticut
$37.7M -$5.82M 1 1.31% Reduced
261
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$37.5M +$29.3M 2 0.25% Increased
262
Candriam SCA
Candriam SCA
Luxembourg
$37.5M -$3.77M 1 0.26% Reduced
263
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.4M -$248K 1 0.37% Reduced
264
Select Equity Group
Select Equity Group
New York
$37.3M +$599K 1 0.13% Increased
265
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$37.2M +$24.9K 1 0.3% Increased
266
USS Investment Management
USS Investment Management
United Kingdom
$36.5M -$2.2M 1 0.33% Reduced
267
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$36.2M +$31M 1 1.49% New
268
FCI
Financial Counselors Inc
Kansas
$36.1M -$474K 1 0.64% Reduced
269
MPMG
Minneapolis Portfolio Management Group
Minnesota
$35.7M -$964K 1 4.69% Reduced
270
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$35.3M +$2.4M 1 0.26% Increased
271
HP
Holowesko Partners
Bahamas
$34.9M $0 1 11.7% Maintained
272
OFI Invest Asset Management
OFI Invest Asset Management
France
$34.7M +$32.7M 2 1.17% Increased
273
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$34.6M -$410K 1 0.58% Reduced
274
ClearBridge Investments
ClearBridge Investments
New York
$34.6M -$7.91M 1 0.03% Reduced
275
Walleye Capital
Walleye Capital
New York
$34.5M +$20.3M 3 0.07% Increased