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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
UniSuper Management
UniSuper Management
Australia
$41.4M -$1.93M 1 0.25% Reduced
277
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$40M -$39.1M 2 0.1% Reduced
278
CSM Advisors
CSM Advisors
Pennsylvania
$39.9M +$5.7M 1 1.08% Increased
279
Rakuten Investment Management
Rakuten Investment Management
Japan
$39.7M +$24.3M 1 0.13% Increased
280
Perpetual Ltd
Perpetual Ltd
Australia
$39.6M +$1.26M 1 0.57% Increased
281
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$39.4M -$27M 1 0.87% Reduced
282
Altshuler Shaham
Altshuler Shaham
Israel
$39.1M +$38.9M 1 0.59% Increased
283
Gotham Asset Management
Gotham Asset Management
New York
$39.1M +$6.38M 1 0.14% Increased
284
DP
Dearborn Partners
Illinois
$39M -$1.16M 1 1.95% Reduced
285
Sanctuary Advisors
Sanctuary Advisors
Indiana
$38.9M +$1.03M 2 0.21% Increased
286
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$38.7M -$343 1 1.45% Reduced
287
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$38.6M +$36.1M 1 0.27% Increased
288
Vest Financial
Vest Financial
Virginia
$38.6M -$7.78M 1 0.49% Reduced
289
Midwest Trust
Midwest Trust
Kansas
$38.5M -$480K 1 0.48% Reduced
290
IFM Investors
IFM Investors
Australia
$38.3M +$670K 1 0.32% Increased
291
Första AP-fonden
Första AP-fonden
Sweden
$38.3M -$24.7M 1 0.23% Reduced
292
Banco Santander
Banco Santander
Spain
$38.3M -$3.92M 2 0.29% Reduced
293
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$38M +$165K 1 0.48% Increased
294
Pinnacle Associates
Pinnacle Associates
New York
$37.8M -$1.6M 2 0.49% Reduced
295
Bridgewater Associates
Bridgewater Associates
Connecticut
$37.6M -$53.3M 1 0.14% Reduced
296
MAA
Matrix Asset Advisors
New York
$37.2M +$89.1K 1 3.34% Increased
297
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$36.9M -$2.57M 1 0.29% Reduced
298
Amalgamated Bank
Amalgamated Bank
New York
$36.9M +$359K 3 0.27% Increased
299
Robeco Schweiz
Robeco Schweiz
Switzerland
$36.7M -$7.77M 2 0.82% Reduced
300
HCPC
Hamilton Capital Partners (Canada)
$36.7M +$3.34M 1 1.35% Increased