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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
276
Banco Santander
Banco Santander
Spain
$27.5M +$4.12M 1 0.15% Increased
277
NAM
NorthCoast Asset Management
Connecticut
$27.5M +$3.77M 1 1% Increased
278
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$27.4M -$5.74M 2 0.32% Reduced
279
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$27.3M -$865K 1 0.34% Reduced
280
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$27M -$79.2M 1 0.05% Reduced
281
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$26.9M -$230K 1 0.16% Reduced
282
Rathbones Group
Rathbones Group
United Kingdom
$26.8M +$4.74M 1 0.29% Increased
283
MIM
Marco Investment Management
Georgia
$26.6M +$336K 1 2.93% Increased
284
Scotia Capital
Scotia Capital
Ontario, Canada
$26.5M -$225K 1 0.19% Reduced
285
JLBC
J.L. Bainbridge & Co
Florida
$26.4M +$795K 1 3.15% Increased
286
Rockefeller Capital Management
Rockefeller Capital Management
New York
$26.4M +$693K 3 0.14% Increased
287
Utah Retirement Systems
Utah Retirement Systems
Utah
$26.3M -$1.55M 1 0.36% Reduced
288
Comerica Bank
Comerica Bank
Texas
$26.2M -$6.38M 2 0.16% Reduced
289
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$26.1M -$98K 2 0.11% Reduced
290
OC
Oakmont Corp
California
$25.8M -$153K 1 2% Reduced
291
CAM
ClariVest Asset Management
California
$25.8M -$756K 2 0.83% Reduced
292
PineBridge Investments
PineBridge Investments
New York
$25.8M -$11.3M 1 0.31% Reduced
293
Advisors Asset Management
Advisors Asset Management
Colorado
$25.7M +$3.15M 2 0.39% Increased
294
Xponance
Xponance
Pennsylvania
$25.7M -$747K 2 0.49% Reduced
295
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$25.6M -$912K 1 0.13% Reduced
296
APG Asset Management
APG Asset Management
Netherlands
$25.4M -$11.6M 1 0.05% Reduced
297
Raymond James Trust
Raymond James Trust
Florida
$25.4M +$173K 1 0.85% Increased
298
Walleye Trading
Walleye Trading
New York
$25.2M +$8.81M 2 0.09% Increased
299
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$25.2M -$32.6M 3 0.17% Reduced
300
SH
SeaTown Holdings
Singapore
$25.2M +$27.7M 1 1.12% New