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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
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$33.1M -$1.86M 1 0.88% Reduced
302
CAM
ClariVest Asset Management
California
$32.9M -$13.7M 1 1.21% Reduced
303
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$32.8M -$1.14M 1 0.7% Reduced
304
Huntington National Bank
Huntington National Bank
Ohio
$32.5M +$2.88M 1 0.67% Increased
305
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$32.2M -$2.71M 1 0.69% Reduced
306
Capital International Investors
Capital International Investors
California
$32.2M $0 1 0.08% Maintained
307
IRF
IBM Retirement Fund
New York
$32M -$622K 2 0.64% Reduced
308
VVP
Vulcan Value Partners
Alabama
$32M -$134M 1 0.46% Reduced
309
Polar Capital
Polar Capital
United Kingdom
$31.4M -$7.37M 1 0.66% Reduced
310
GIG
Goodnow Investment Group
Connecticut
$31.1M +$7.73M 1 4.84% Increased
311
Royal London Asset Management
Royal London Asset Management
United Kingdom
$31M -$91.2K 1 0.78% Reduced
312
AIM
Allen Investment Management
New York
$30.8M +$8.33M 1 2.55% Increased
313
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$30.7M -$1.43M 1 0.71% Reduced
314
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$30.7M +$1.16M 1 3.66% Increased
315
CP
Cumberland Partners
Ontario, Canada
$30.6M -$31.1K 1 3.75% Reduced
316
ACM
Alta Capital Management
Utah
$30.4M -$201K 1 2.82% Reduced
317
Natixis
Natixis
France
$30.2M +$9.84M 1 0.47% Increased
318
BIM
Barton Investment Management
Pennsylvania
$30.1M +$141K 1 11.52% Increased
319
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$30M +$581K 1 1.31% Increased
320
HCM
Highfields Capital Management
Massachusetts
$29.9M -$124M 1 0.23% Reduced
321
Cincinnati Insurance
Cincinnati Insurance
Ohio
$29.7M $0 1 1.07% Maintained
322
Jennison Associates
Jennison Associates
New York
$29.5M -$402M 1 0.03% Reduced
323
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$28.9M +$285K 2 1.67% Increased
324
Nuveen
Nuveen
North Carolina
$28.9M +$5.54M 2 0.18% Increased
325
Natixis Advisors
Natixis Advisors
Massachusetts
$28.5M -$11.1M 1 0.57% Reduced