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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
MIM
Marco Investment Management
Georgia
$28.6M +$108K 1 2.93% Increased
302
Trexquant Investment
Trexquant Investment
Connecticut
$28.5M +$24.5M 2 0.64% New
303
Swiss Life Asset Management
Swiss Life Asset Management
$28.3M +$9.72M 1 0.34% Increased
304
Penserra Capital Management
Penserra Capital Management
California
$28.2M -$3.25M 1 0.53% Reduced
305
Czech National Bank
Czech National Bank
Czech Republic
$28.2M -$10.5K 1 0.4% Reduced
306
Utah Retirement Systems
Utah Retirement Systems
Utah
$28M +$149K 1 0.36% Increased
307
Glenmede Trust
Glenmede Trust
Pennsylvania
$27.9M +$126K 1 0.14% Increased
308
PHK
Point72 Hong Kong
Hong Kong
$27.8M +$23.9M 2 1.67% New
309
FLII
First Long Island Investors
New York
$27.8M -$427K 1 2.47% Reduced
310
BCM
Bayesian Capital Management
New York
$27.6M +$13.7M 1 2.93% Increased
311
CISOA
Capital Investment Services of America
Wisconsin
$27.5M -$59K 1 2.88% Reduced
312
Destination Wealth Management
Destination Wealth Management
California
$26.9M -$341K 1 0.93% Reduced
313
Nissay Asset Management
Nissay Asset Management
Japan
$26.8M +$2.57M 1 0.22% Increased
314
Daiwa Securities Group
Daiwa Securities Group
Japan
$26.6M +$1.72M 2 0.17% Increased
315
GIM
Greylin Investment Management
Virginia
$26.3M -$287K 1 4.55% Reduced
316
GIP
Greatmark Investment Partners
Georgia
$26.1M -$145K 1 4.09% Reduced
317
New York Life Investment Management
New York Life Investment Management
New York
$25.4M +$46.6K 1 0.26% Increased
318
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$25.2M +$2.48M 1 0.42% Increased
319
Squarepoint
Squarepoint
New York
$25.2M +$10.7M 2 0.05% Increased
320
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$24.8M -$3.52M 1 0.59% Reduced
321
FMLI
Fukoku Mutual Life Insurance
Japan
$24.5M +$372K 1 2.04% Increased
322
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$24.3M -$524K 2 0.11% Reduced
323
TCW Group
TCW Group
California
$24.2M +$2.58M 1 0.27% Increased
324
CI Investments Inc
CI Investments Inc
Ontario, Canada
$24.2M -$2.13M 1 0.13% Reduced
325
Engineers Gate Manager
Engineers Gate Manager
New York
$24.1M +$19.6M 2 0.69% Increased