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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
Czech National Bank
Czech National Bank
Czech Republic
$39M +$2.14M 1 0.36% Increased
277
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$38.9M +$2.72M 1 0.23% Increased
278
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$38M +$864K 1 0.46% Increased
279
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$37.6M -$8.4M 1 0.71% Reduced
280
Burney Company
Burney Company
Virginia
$37.6M +$16M 1 1.37% Increased
281
Mediolanum International Funds
Mediolanum International Funds
Ireland
$37.6M -$2.17M 1 0.52% Reduced
282
Sanctuary Advisors
Sanctuary Advisors
Indiana
$36.8M -$2.32M 1 0.26% Reduced
283
Pinnacle Associates
Pinnacle Associates
New York
$36.8M -$1.16M 2 0.54% Reduced
284
Amalgamated Bank
Amalgamated Bank
New York
$36.8M +$851K 2 0.31% Increased
285
Achmea Investment Management
Achmea Investment Management
Netherlands
$36.4M +$4.08M 1 0.53% Increased
286
DP
Dearborn Partners
Illinois
$36.4M -$7.06M 1 1.75% Reduced
287
D.E. Shaw & Co
D.E. Shaw & Co
New York
$35.8M -$252M 1 0.03% Reduced
288
Conning Inc
Conning Inc
Connecticut
$35.7M -$529K 1 1.25% Reduced
289
AOI
Auto-Owners Insurance
Michigan
$34.9M +$48.3M 1 0.92% Increased
290
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$34.9M -$1.21M 1 0.52% Reduced
291
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$34.9M -$637K 1 0.49% Reduced
292
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34.9M +$58K 1 0.34% Increased
293
AAM
AMI Asset Management
California
$34.8M -$308K 1 2.03% Reduced
294
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$34.5M +$6.62M 1 0.44% Increased
295
F
FIFTHDELTA
United Kingdom
$34.2M +$14.4M 1 8.56% Increased
296
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$33.9M +$739K 1 0.39% Increased
297
Woodline Partners
Woodline Partners
California
$33.8M +$16.8M 2 0.22% Increased
298
Perpetual Ltd
Perpetual Ltd
Australia
$33.7M -$849K 1 0.41% Reduced
299
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$33.4M +$34.4M 1 1.62% Increased
300
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$33.4M +$25.6M 1 0.75% Increased