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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
Glenmede Investment Management
Glenmede Investment Management
Pennsylvania
$42.2M -$37.3M 1 0.2% Reduced
277
UniSuper Management
UniSuper Management
Australia
$42.1M -$661K 1 0.26% Reduced
278
R.M. Davis Inc
R.M. Davis Inc
Maine
$41.5M -$1.54M 1 0.73% Reduced
279
&Partners
&Partners
Tennessee
$41.3M +$4.24M 1 0.26% Increased
280
Banco Santander
Banco Santander
Spain
$41.2M +$689K 2 0.37% Increased
281
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$40.9M +$91K 1 0.7% Increased
282
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$39.4M -$1.19M 1 0.51% Reduced
283
DP
Dearborn Partners
Illinois
$39M -$636K 1 1.83% Reduced
284
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$38.4M -$362K 1 0.29% Reduced
285
Midwest Trust
Midwest Trust
Kansas
$37.9M +$21.7K 1 0.49% Increased
286
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$37.7M +$13.6M 1 2.55% Increased
287
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$37.6M -$1.43K 1 1.43% Reduced
288
Perpetual Ltd
Perpetual Ltd
Australia
$37.3M -$233K 1 0.46% Reduced
289
Ninety One (UK)
Ninety One (UK)
United Kingdom
$37.3M +$21.7M 1 0.08% Increased
290
IFM Investors
IFM Investors
Australia
$37.3M -$447K 1 0.33% Reduced
291
Sanctuary Advisors
Sanctuary Advisors
Indiana
$36.9M -$765K 1 0.21% Reduced
292
ARK Investment Management
ARK Investment Management
Florida
$36.8M +$3.43M 1 0.22% Increased
293
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$36.8M +$19.2K 1 0.48% Increased
294
Tidal Investments
Tidal Investments
Wisconsin
$36.7M +$14.1K 1 0.07% Increased
295
GF Fund Management
GF Fund Management
China
$36.4M $0 1 0.66% Maintained
296
MAA
Matrix Asset Advisors
New York
$36.1M +$1.48M 1 3.35% Increased
297
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$36M -$527K 1 0.32% Reduced
298
Calamos Advisors
Calamos Advisors
Illinois
$35.9M -$1.43K 1 0.13% Reduced
299
Renaissance Technologies
Renaissance Technologies
New York
$35.6M +$6.65M 4 0.05% Increased
300
Amalgamated Bank
Amalgamated Bank
New York
$35.5M -$870K 3 0.25% Reduced