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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
Vontobel Holding
Vontobel Holding
Switzerland
$39.5M -$7.2M 1 0.14% Reduced
277
UniSuper Management
UniSuper Management
Australia
$39.1M -$10.8M 1 0.28% Reduced
278
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$38.7M -$7.95M 1 0.38% Reduced
279
OFI Invest Asset Management
OFI Invest Asset Management
France
$38.5M +$42.3M 2 0.91% New
280
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$37.2M -$1.05M 1 0.38% Reduced
281
Czech National Bank
Czech National Bank
Czech Republic
$37M +$2.28M 1 0.34% Increased
282
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$36.6M +$155K 1 0.49% Increased
283
Gotham Asset Management
Gotham Asset Management
New York
$36.3M -$4.59M 2 0.34% Reduced
284
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$36.3M -$1.03M 1 0.23% Reduced
285
Conning Inc
Conning Inc
Connecticut
$36.2M +$284K 1 1.27% Increased
286
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$36.1M -$1.09M 1 0.52% Reduced
287
Amalgamated Bank
Amalgamated Bank
New York
$36M -$2.65M 2 0.3% Reduced
288
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$35.5M -$163K 2 0.49% Reduced
289
Vest Financial
Vest Financial
Virginia
$35.5M +$9.72M 1 0.63% Increased
290
USS Investment Management
USS Investment Management
United Kingdom
$35.2M -$660K 1 0.25% Reduced
291
AAM
AMI Asset Management
California
$35M -$1.66M 1 1.87% Reduced
292
Perpetual Ltd
Perpetual Ltd
Australia
$34.5M -$481K 1 0.4% Reduced
293
DCP
Distillate Capital Partners
Illinois
$33.7M +$35.9M 1 1.66% New
294
Banco Santander
Banco Santander
Spain
$33.6M +$5.02M 1 0.4% Increased
295
IFM Investors
IFM Investors
Australia
$33.2M -$2.95M 1 0.34% Reduced
296
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$33.2M +$127K 1 0.39% Increased
297
TCM
Telos Capital Management
California
$33M -$20.1K 1 3.52% Reduced
298
Calamos Advisors
Calamos Advisors
Illinois
$32.8M +$8.02K 1 0.14% Increased
299
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$32.8M +$4.44M 1 0.2% Increased
300
JLBC
J.L. Bainbridge & Co
Florida
$32.8M -$21.1K 1 3.04% Reduced