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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
NEOS Investment Management
NEOS Investment Management
Connecticut
$45M +$13.7M 1 0.56% Increased
252
Becker Capital Management
Becker Capital Management
Oregon
$44.4M +$463K 1 1.39% Increased
253
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$44.3M -$8.65M 1 0.4% Reduced
254
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$43.9M -$26.1M 2 0.11% Reduced
255
STRS Ohio
STRS Ohio
Ohio
$43.7M -$14.6M 2 0.16% Reduced
256
Comerica Bank
Comerica Bank
Texas
$43.6M -$692K 1 0.17% Reduced
257
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$43.2M -$1.35M 1 0.41% Reduced
258
Meyer Handelman Company
Meyer Handelman Company
New York
$43M -$1.98M 1 1.42% Reduced
259
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$42.9M +$2.38M 1 0.23% Increased
260
Vontobel Holding
Vontobel Holding
Switzerland
$42.8M -$896K 2 0.14% Reduced
261
Czech National Bank
Czech National Bank
Czech Republic
$42.7M +$2.08M 1 0.33% Increased
262
TCTC Holdings
TCTC Holdings
Texas
$42.5M +$509K 1 1.37% Increased
263
Mediolanum International Funds
Mediolanum International Funds
Ireland
$42.2M +$2.97M 1 0.51% Increased
264
SFA
Spectrum Financial Alliance
Kentucky
$41.6M +$877K 1 11.21% Increased
265
R.M. Davis Inc
R.M. Davis Inc
Maine
$41.3M -$1.29M 1 0.77% Reduced
266
UniSuper Management
UniSuper Management
Australia
$41M -$1.06M 1 0.27% Reduced
267
Achmea Investment Management
Achmea Investment Management
Netherlands
$40.9M +$2.95M 1 0.53% Increased
268
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$40.8M +$5.73M 1 1.8% Increased
269
DnB Asset Management
DnB Asset Management
Norway
$40.5M -$5.55M 1 0.17% Reduced
270
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.6M +$89.2K 1 0.35% Increased
271
Penserra Capital Management
Penserra Capital Management
California
$39.6M +$19.1M 1 0.55% Increased
272
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$39.1M +$83.6K 1 0.7% Increased
273
Banco Santander
Banco Santander
Spain
$38.7M -$3.32M 1 0.37% Reduced
274
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$38.4M -$7.5M 1 0.12% Reduced
275
Vest Financial
Vest Financial
Virginia
$38.4M +$6.4M 1 0.54% Increased