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 |
Cambiar Investors
Denver,
Colorado
| $93.9M | -$23.2M | 1 | 1.37% | Reduced |
|
| 127 |
Baird Financial Group
Milwaukee,
Wisconsin
| $93.7M | -$603K | 2 | 0.84% | Reduced |
|
| 128 |
BNP Paribas Financial Markets
Paris,
France
| $93M | +$39.7M | 2 | 0.38% | Increased |
|
| 129 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| $91.9M | +$6.16M | 2 | 0.6% | Increased |
|
| 130 |
Bahl & Gaynor
Cincinnati,
Ohio
| $90.2M | +$5.92M | 1 | 1.09% | Increased |
|
| 131 |
CIBC Private Wealth Group
Atlanta,
Georgia
| $89.6M | +$25.2M | 1 | 0.62% | Increased |
|
| 132 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| $88.6M | +$4.34M | 1 | 3.15% | Increased |
|
| 133 |
Janus Henderson Group
London,
| $88M | -$22.4M | 1 | 0.65% | Reduced |
|
| 134 |
Factory Mutual Insurance
Waltham,
Massachusetts
| $86.6M | -$4.87M | 1 | 1.07% | Reduced |
|
| 135 |
Chevy Chase Trust
Bethesda,
Maryland
| $85.1M | -$1.53M | 1 | 0.47% | Reduced |
|
| 136 |
Nuveen
Charlotte,
North Carolina
| $84.2M | -$5.46M | 1 | 0.49% | Reduced |
|
| 137 |
SEI Investments
Oaks,
Pennsylvania
| $83.7M | +$19.1M | 2 | 0.43% | Increased |
|
| 138 |
Millennium Management
New York
| $82.8M | +$29.8M | 2 | 0.14% | Increased |
|
| 139 |
Two Sigma Investments
New York
| $81.7M | -$89M | 2 | 0.3% | Reduced |
|
| 140 |
Douglas Lane & Associates
New York
| $81.3M | -$682K | 1 | 2.17% | Reduced |
|
| 141 |
STRS Ohio
Columbus,
Ohio
| $80.7M | -$8.64M | 2 | 0.36% | Reduced |
|
| 142 |
Beck Mack & Oliver
New York
| $79.5M | -$5.14M | 1 | 2.87% | Reduced |
|
| 143 |
JHC
JFB Holdings Corp
Atlanta,
Georgia
| $79.2M | -$5.07M | 1 | 2.53% | Reduced |
|
| 144 |
Regions Financial Corp
Birmingham,
Alabama
| $76M | +$3.77M | 1 | 0.98% | Increased |
|
| 145 |
Putnam Investments
Boston,
Massachusetts
| $74.2M | +$610K | 2 | 0.18% | Increased |
|
| 146 |
Bridgeway Capital Management
Houston,
Texas
| $74.2M | +$7.5M | 2 | 1.11% | Increased |
|
| 147 |
BRC
Blue Ridge Capital
New York
| $73.5M | $0 | 1 | 0.87% | Maintained |
|
| 148 |
Gotham Asset Management
New York
| $73.3M | -$2.95M | 1 | 0.95% | Reduced |
|
| 149 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| $73.1M | +$5.4M | 2 | 0.45% | Increased |
|
| 150 |
EP
Edinburgh Partners
Edinburgh,
United Kingdom
| $70.9M | -$15.5M | 1 | 13.19% | Reduced |
|