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 |
Miller Howard Investments
Kingston,
New York
| $69.4M | -$5.78M | 1 | 1.51% | Reduced |
|
| 127 |
Janus Henderson Group
London,
| $67.9M | +$23.8M | 2 | 0.04% | Increased |
|
| 128 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| $66.1M | +$950K | 1 | 0.32% | Increased |
|
| 129 |
Cambiar Investors
Denver,
Colorado
| $65.3M | -$5.62M | 1 | 1.02% | Reduced |
|
| 130 |
Bridgeway Capital Management
Houston,
Texas
| $65.1M | -$17.2M | 2 | 0.7% | Reduced |
|
| 131 |
Beck Mack & Oliver
New York
| $65.1M | -$1.26M | 1 | 2.13% | Reduced |
|
| 132 |
Check Capital Management
Costa Mesa,
California
| $64.8M | -$6.22M | 1 | 3.56% | Reduced |
|
| 133 |
CI
Cowen Inc
New York
| $64.7M | +$61M | 2 | 0.13% | Increased |
|
| 134 |
ProShare Advisors
Bethesda,
Maryland
| $64.5M | +$16.7M | 2 | 0.45% | Increased |
|
| 135 |
STRS Ohio
Columbus,
Ohio
| $62.5M | -$1.35M | 2 | 0.27% | Reduced |
|
| 136 |
CC
Cannell & Co
New York
| $62.2M | +$58.9M | 1 | 2.14% | New |
|
| 137 |
NN Investment Partners Holdings
The Hague,
Netherlands
| $61.3M | -$15.7M | 1 | 0.43% | Reduced |
|
| 138 |
Two Sigma Advisers
New York
| $60.4M | +$52M | 2 | 0.16% | Increased |
|
| 139 |
Van Berkom & Associates
Montreal,
Quebec, Canada
| $59.8M | -$16.6M | 1 | 1.95% | Reduced |
|
| 140 |
ClearBridge Investments
New York
| $59.1M | +$640K | 2 | 0.05% | Increased |
|
| 141 |
Equity Investment Corp
Atlanta,
Georgia
| $59M | +$1.73M | 1 | 1.97% | Increased |
|
| 142 |
Pinnacle Associates
New York
| $58.6M | -$4.7M | 2 | 1.13% | Reduced |
|
| 143 |
Cincinnati Financial Corp
Fairfield,
Ohio
| $58.4M | $0 | 1 | 2.57% | Maintained |
|
| 144 |
SCA
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $57M | +$1.11M | 1 | 4.42% | Increased |
|
| 145 |
Regions Financial Corp
Birmingham,
Alabama
| $56.3M | +$5.7M | 2 | 0.61% | Increased |
|
| 146 |
River Road Asset Management
Louisville,
Kentucky
| $56.1M | +$8.29M | 1 | 1.06% | Increased |
|
| 147 |
TD Asset Management
Toronto,
Ontario, Canada
| $55.9M | -$11.2M | 1 | 0.08% | Reduced |
|
| 148 |
Korea Investment Corp
Seoul,
South Korea
| $55.5M | +$8.73M | 1 | 0.25% | Increased |
|
| 149 |
Gateway Investment Advisers
Cincinnati,
Ohio
| $55.3M | -$853K | 1 | 0.47% | Reduced |
|
| 150 |
CIBC World Markets
New York
| $55M | +$14.5M | 1 | 0.39% | Increased |
|