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 | |
|---|---|---|---|---|---|---|---|
| 126 |
Baird Financial Group
Milwaukee,
Wisconsin
| $74.8M | +$4.02M | 2 | 0.69% | Increased |
|
| 127 |
Raymond James & Associates
St Petersburg,
Florida
| $74.2M | +$19.9M | 2 | 0.23% | Increased |
|
| 128 |
Factory Mutual Insurance
Waltham,
Massachusetts
| $72M | $0 | 1 | 0.95% | Maintained |
|
| 129 |
Natixis Advisors
Boston,
Massachusetts
| $71.8M | +$5.01M | 1 | 0.99% | Increased |
|
| 130 |
STRS Ohio
Columbus,
Ohio
| $70.7M | -$996K | 1 | 0.31% | Reduced |
|
| 131 |
Nuveen
Charlotte,
North Carolina
| $70.7M | +$18M | 1 | 0.43% | Increased |
|
| 132 |
EP
Edinburgh Partners
Edinburgh,
United Kingdom
| $69.1M | -$19.1M | 1 | 10.48% | Reduced |
|
| 133 |
Chevy Chase Trust
Bethesda,
Maryland
| $67.9M | -$439K | 1 | 0.38% | Reduced |
|
| 134 |
OppenheimerFunds
New York
| $67.7M | -$22.9M | 1 | 0.09% | Reduced |
|
| 135 |
Canada Life
Winnipeg,
Manitoba, Canada
| $67.2M | +$11M | 1 | 0.2% | Increased |
|
| 136 |
Beck Mack & Oliver
New York
| $66.7M | -$6.92M | 1 | 2.35% | Reduced |
|
| 137 |
HP
Holowesko Partners
Nassau,
Bahamas
| $66.5M | +$2.9M | 1 | 5.59% | Increased |
|
| 138 |
JHC
JFB Holdings Corp
Atlanta,
Georgia
| $66.4M | -$3.23M | 1 | 2.07% | Reduced |
|
| 139 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| $66.4M | +$13.8M | 2 | 0.45% | Increased |
|
| 140 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| $65.5M | -$705K | 1 | 2.79% | Reduced |
|
| 141 |
Bahl & Gaynor
Cincinnati,
Ohio
| $65.3M | -$2.5M | 1 | 0.85% | Reduced |
|
| 142 |
Citadel Advisors
Miami,
Florida
| $65.3M | +$30.3M | 2 | 0.07% | Increased |
|
| 143 |
Douglas Lane & Associates
New York
| $64.2M | +$806K | 1 | 1.84% | Increased |
|
| 144 |
Första AP-fonden
Stockholm,
Sweden
| $63.9M | +$62.9M | 1 | 1.86% | New |
|
| 145 |
Credit Agricole
Montrouge Cedex,
France
| $62.1M | +$9.47M | 2 | 0.24% | Increased |
|
| 146 |
Tocqueville Asset Management
New York
| $61.8M | +$11.9M | 1 | 0.74% | Increased |
|
| 147 |
Gotham Asset Management
New York
| $59.9M | -$2.92M | 1 | 0.72% | Reduced |
|
| 148 |
Putnam Investments
Boston,
Massachusetts
| $57.2M | -$6.64M | 2 | 0.14% | Reduced |
|
| 149 |
Regions Financial Corp
Birmingham,
Alabama
| $56.1M | +$8.21M | 1 | 0.73% | Increased |
|
| 150 |
Prudential plc
London, England,
United Kingdom
| $55.9M | -$19.9M | 1 | 0.22% | Reduced |
|