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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
Gotham Asset Management
Gotham Asset Management
New York
$33.3M -$3.08M 2 0.28% Reduced
302
Calamos Advisors
Calamos Advisors
Illinois
$33.2M +$385K 1 0.14% Increased
303
IFM Investors
IFM Investors
Australia
$33.1M -$149K 1 0.36% Reduced
304
GF Fund Management
GF Fund Management
China
$32.9M +$209K 1 0.77% Increased
305
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$32.6M -$138K 1 0.2% Reduced
306
JLBC
J.L. Bainbridge & Co
Florida
$32.6M -$170K 1 3.27% Reduced
307
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$32.5M +$999K 1 2.26% Increased
308
FCI
Financial Counselors Inc
Kansas
$32.4M +$1.99M 1 0.49% Increased
309
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$32.1M +$5.55M 1 0.55% Increased
310
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$31.8M +$471K 1 0.36% Increased
311
Antipodes Partners
Antipodes Partners
Australia
$31.5M -$28.8M 1 0.99% Reduced
312
DCP
Distillate Capital Partners
Illinois
$31.5M -$2.4M 1 1.61% Reduced
313
ARAM
Ardmore Road Asset Management
New York
$30.7M +$16.3M 1 3.15% Increased
314
FMLI
Fukoku Mutual Life Insurance
Japan
$30.5M $0 1 2.26% Maintained
315
ARK Investment Management
ARK Investment Management
Florida
$30.4M +$15M 1 0.3% Increased
316
Vest Financial
Vest Financial
Virginia
$30.3M -$5.44M 1 0.47% Reduced
317
MIM
Marco Investment Management
Georgia
$30.1M -$365K 1 2.79% Reduced
318
TCM
Telos Capital Management
California
$30M -$3.19M 1 3.27% Reduced
319
Pathstone Holdings
Pathstone Holdings
New Jersey
$29.9M +$11.4M 2 0.13% Increased
320
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$29.6M -$180K 1 0.1% Reduced
321
PDM
Penn Davis McFarland
Texas
$29.4M -$68.3K 1 3.48% Reduced
322
MAA
Matrix Asset Advisors
New York
$29.3M +$2.68M 1 3.23% Increased
323
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$29.3M +$1.02M 2 0.3% Increased
324
NEOS Investment Management
NEOS Investment Management
Connecticut
$29.1M +$7.96M 1 0.55% Increased
325
SG Americas Securities
SG Americas Securities
New York
$28.9M +$20.2M 2 0.09% Increased