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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
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$48.9M +$109K 1 0.32% Increased
277
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$48.3M +$269K 1 0.74% Increased
278
USS Investment Management
USS Investment Management
United Kingdom
$48.3M -$2.87M 1 0.38% Reduced
279
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$48.2M -$276K 1 0.85% Reduced
280
Amalgamated Bank
Amalgamated Bank
New York
$47.7M +$21.6K 2 0.41% Increased
281
IFM Investors
IFM Investors
Australia
$46.8M +$748K 1 0.47% Increased
282
AIM
Anatole Investment Management
Hong Kong
$46.7M +$44.3M 1 17.88% New
283
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$46.5M +$44.1M 1 0.53% New
284
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$46.5M -$2.35M 1 0.52% Reduced
285
USAA
United Services Automobile Association
Texas
$46.4M -$134K 1 1.18% Reduced
286
Cresset Asset Management
Cresset Asset Management
Illinois
$46.1M +$3.14M 2 0.19% Increased
287
Voloridge Investment Management
Voloridge Investment Management
Florida
$45.4M -$2.26M 2 0.17% Reduced
288
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$45.2M -$186K 1 0.66% Reduced
289
Swiss Life Asset Management
Swiss Life Asset Management
$45.1M +$1.81M 1 0.53% Increased
290
Capital Research Global Investors
Capital Research Global Investors
California
$45M +$42.7M 1 0.01% New
291
Trexquant Investment
Trexquant Investment
Connecticut
$45M +$26.2M 1 0.69% Increased
292
CIBC World Markets
CIBC World Markets
New York
$44.8M -$20M 1 0.29% Reduced
293
Vontobel Holding
Vontobel Holding
Switzerland
$44.4M -$3.47M 1 0.14% Reduced
294
William Blair Investment Management
William Blair Investment Management
Illinois
$44.1M -$46.5M 2 0.12% Reduced
295
ClearBridge Investments
ClearBridge Investments
New York
$44.1M +$196K 1 0.04% Increased
296
Gotham Asset Management
Gotham Asset Management
New York
$44M +$8.03M 1 0.57% Increased
297
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$43.8M -$1.19M 1 0.6% Reduced
298
Calamos Advisors
Calamos Advisors
Illinois
$43.6M -$1.45M 1 0.19% Reduced
299
TCM
Telos Capital Management
California
$43.5M -$572K 1 4.83% Reduced
300
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$42.6M +$15.1M 1 0.26% Increased