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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
301
Panagora Asset Management
Panagora Asset Management
Massachusetts
$41.2M -$38.1M 2 0.13% Reduced
302
Midwest Trust
Midwest Trust
Kansas
$40.3M -$1.6M 1 0.46% Reduced
303
Natixis
Natixis
France
$39.6M +$28.1M 1 0.16% Increased
304
Vinva Investment Management
Vinva Investment Management
Australia
$39.1M -$13M 1 0.26% Reduced
305
ARAM
Ardmore Road Asset Management
New York
$39M +$39.5M 1 2.29% New
306
RCW
Rheos Capital Works
Japan
$38.8M +$39.3M 1 2.21% New
307
Andra AP-fonden
Andra AP-fonden
Sweden
$38.7M -$10.9M 1 0.44% Reduced
308
Aquatic Capital Management
Aquatic Capital Management
Illinois
$38.6M +$39.1M 1 1.33% New
309
PensionDanmark
PensionDanmark
Denmark
$38.1M -$3.03M 1 0.32% Reduced
310
Aware Super
Aware Super
Australia
$37.9M -$22.8M 1 0.54% Reduced
311
QRG Capital Management
QRG Capital Management
Illinois
$37.8M +$4.3M 1 0.31% Increased
312
HVCM
Hel Ved Capital Management
Hong Kong
$37.8M +$38.3M 1 2.79% New
313
Banco Santander
Banco Santander
Spain
$37.8M +$3.56M 1 0.24% Increased
314
Calamos Advisors
Calamos Advisors
Illinois
$37.6M -$1.6M 1 0.13% Reduced
315
Temasek Holdings
Temasek Holdings
Singapore
$37.3M +$33.5M 2 0.1% Increased
316
MIM
Marco Investment Management
Georgia
$36.4M -$571K 1 2.39% Reduced
317
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$36.1M -$4.65M 2 0.08% Reduced
318
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$36.1M +$7.65M 1 0.29% Increased
319
Walleye Capital
Walleye Capital
New York
$36.1M -$6.78M 3 0.13% Reduced
320
Cresset Asset Management
Cresset Asset Management
Illinois
$35.8M -$1.26M 2 0.13% Reduced
321
Amalgamated Bank
Amalgamated Bank
New York
$35.7M -$2.8M 1 0.25% Reduced
322
Destination Wealth Management
Destination Wealth Management
California
$35.7M +$468K 1 0.83% Increased
323
DP
Dearborn Partners
Illinois
$35.6M -$3.53M 1 2.02% Reduced
324
Xponance
Xponance
Pennsylvania
$35.5M -$3.79M 2 0.22% Reduced
325
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$35.2M -$13.6M 1 0.3% Reduced