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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
Amalgamated Bank
Amalgamated Bank
New York
$40.5M -$6.15M 2 0.35% Reduced
277
Conning Inc
Conning Inc
Connecticut
$40.1M -$3.63M 1 1.31% Reduced
278
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.1M -$226K 1 0.4% Reduced
279
FCI
Financial Counselors Inc
Kansas
$40M -$2.06M 1 0.67% Reduced
280
USAA
United Services Automobile Association
Texas
$39.5M $0 1 0.97% Maintained
281
IFM Investors
IFM Investors
Australia
$39.1M -$436K 1 0.43% Reduced
282
TPSF
Texas Permanent School Fund
Texas
$39.1M +$137K 1 0.31% Increased
283
Cetera Advisor Networks
Cetera Advisor Networks
California
$39M +$283K 1 0.19% Increased
284
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$38.7M -$23M 1 0.83% Reduced
285
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$38.6M +$1.59M 1 0.57% Increased
286
Calamos Advisors
Calamos Advisors
Illinois
$38.4M -$881K 1 0.18% Reduced
287
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$38.3M +$112K 1 0.56% Increased
288
Daiwa Securities Group
Daiwa Securities Group
Japan
$38.1M +$6.86M 2 0.22% Increased
289
TCM
Telos Capital Management
California
$37.5M -$893K 1 4.23% Reduced
290
ClearBridge Investments
ClearBridge Investments
New York
$37.3M -$2.95M 1 0.03% Reduced
291
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$37.3M +$1.74M 1 0.43% Increased
292
Pinnacle Associates
Pinnacle Associates
New York
$37.1M +$5.87M 2 0.58% Increased
293
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$36.9M +$21M 1 0.32% Increased
294
Swiss Life Asset Management
Swiss Life Asset Management
$36.7M +$3.31M 1 0.51% Increased
295
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$36.5M -$84.9M 1 0.1% Reduced
296
Cresset Asset Management
Cresset Asset Management
Illinois
$36.4M +$8.8M 2 0.18% Increased
297
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$35.8M +$1.08M 1 0.14% Increased
298
HCS
Himension Capital (Singapore)
Singapore
$35.8M +$32.6M 1 2.68% Increased
299
Raymond James Trust
Raymond James Trust
Florida
$35.6M -$216K 1 0.86% Reduced
300
Banco Santander
Banco Santander
Spain
$34.4M -$2.91M 1 0.41% Reduced