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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
Scotia Capital
Scotia Capital
Ontario, Canada
$36.5M +$2.83M 1 0.23% Increased
277
Rockefeller Capital Management
Rockefeller Capital Management
New York
$36M +$4.56M 3 0.17% Increased
278
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$35.7M +$36.9M 1 0.41% Increased
279
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$35.4M +$32.5M 2 0.3% Increased
280
DnB Asset Management
DnB Asset Management
Norway
$35.3M -$4.69M 1 0.21% Reduced
281
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$35.1M -$80.2M 2 0.12% Reduced
282
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$35M +$32.9M 2 0.44% Increased
283
PDM
Penn Davis McFarland
Texas
$34.8M -$4.02M 1 5.59% Reduced
284
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$34.6M +$3.52M 1 1.47% Increased
285
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$34.5M +$600K 1 0.67% Increased
286
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$34.3M -$40.1K 1 1.34% Reduced
287
CISOA
Capital Investment Services of America
Wisconsin
$34.2M $0 1 3.1% Maintained
288
MIM
Marco Investment Management
Georgia
$34.2M +$2.78M 1 3.47% Increased
289
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.1M +$4.3M 2 0.22% Increased
290
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$34.1M +$3.07M 1 0.16% Increased
291
Advisors Asset Management
Advisors Asset Management
Colorado
$33.9M -$962K 2 0.52% Reduced
292
Connectus Wealth
Connectus Wealth
Ohio
$33.6M -$4.63M 1 1.06% Reduced
293
CMG
Cavalry Management Group
California
$33.5M -$20.3M 1 2.56% Reduced
294
TCM
Telos Capital Management
California
$33.4M -$803K 1 4.34% Reduced
295
Glenmede Trust
Glenmede Trust
Pennsylvania
$32.8M -$1.75M 1 0.16% Reduced
296
Artisan Partners
Artisan Partners
Wisconsin
$32.8M +$21.3M 1 0.04% Increased
297
FCI
Financial Counselors Inc
Kansas
$32.2M +$2.38M 1 0.67% Increased
298
JLBC
J.L. Bainbridge & Co
Florida
$31.9M +$626K 1 3.63% Increased
299
Cerity Partners
Cerity Partners
New York
$31.6M +$842K 2 0.49% Increased
300
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$31.1M -$1.5M 1 1.15% Reduced