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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
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$35.1M -$2.8M 1 0.25% Reduced
252
Perpetual Ltd
Perpetual Ltd
Australia
$35.1M +$5.94M 1 0.54% Increased
253
MetLife Investment Management
MetLife Investment Management
New Jersey
$34.7M -$1.25M 2 0.18% Reduced
254
Mediolanum International Funds
Mediolanum International Funds
Ireland
$34.5M -$5.43M 1 0.37% Reduced
255
Andra AP-fonden
Andra AP-fonden
Sweden
$34.5M -$105M 1 0.41% Reduced
256
Conning Inc
Conning Inc
Connecticut
$34.3M +$10.9M 1 1.14% Increased
257
TCTC Holdings
TCTC Holdings
Texas
$34.2M +$115K 1 0.97% Increased
258
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$34.1M +$5.66M 1 0.72% Increased
259
Rakuten Investment Management
Rakuten Investment Management
Japan
$34.1M +$5.78M 1 0.07% Increased
260
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$34M -$4.04M 2 0.13% Reduced
261
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$33.9M +$370K 1 0.31% Increased
262
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$33.2M -$49.8M 1 0.05% Reduced
263
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$32.8M +$524K 1 0.55% Increased
264
DCP
Distillate Capital Partners
Illinois
$32.7M +$9.96M 1 1.72% Increased
265
Meyer Handelman Company
Meyer Handelman Company
New York
$32.5M -$1.29M 1 1.01% Reduced
266
ClearBridge Investments
ClearBridge Investments
New York
$32.4M -$9.96M 1 0.03% Reduced
267
MML Investors Services
MML Investors Services
Massachusetts
$32.4M -$8.03M 1 0.09% Reduced
268
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$32.3M -$1.09M 1 0.49% Reduced
269
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$32M -$83.3K 1 0.16% Reduced
270
Walleye Capital
Walleye Capital
New York
$30.6M +$24M 2 0.13% Increased
271
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$30.1M -$1.5M 1 0.38% Reduced
272
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$30M -$8.04M 1 0.33% Reduced
273
IFM Investors
IFM Investors
Australia
$29.8M +$1.09M 1 0.25% Increased
274
Balyasny Asset Management
Balyasny Asset Management
Illinois
$29.3M +$6.61M 3 0.04% Increased
275
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$29.3M +$755K 1 0.37% Increased