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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
126
Envestnet Asset Management
Envestnet Asset Management
Illinois
$44.1M +$2.55M 2 0.06% Increased
127
Nuveen
Nuveen
North Carolina
$43.8M +$24.1M 1 0.23% Increased
128
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.5M +$164K 1 0.23% Increased
129
Fisher Asset Management
Fisher Asset Management
Washington
$43.1M -$1.81M 1 0.05% Reduced
130
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$42.1M +$33.7K 1 0.33% Increased
131
Sterling Capital Management
Sterling Capital Management
North Carolina
$41.6M -$328K 1 0.41% Reduced
132
TD Asset Management
TD Asset Management
Ontario, Canada
$41.6M -$7.62M 1 0.06% Reduced
133
Check Capital Management
Check Capital Management
California
$41.3M -$4.2M 1 2.19% Reduced
134
Los Angeles Capital Management
Los Angeles Capital Management
California
$40.9M +$14.6M 1 0.23% Increased
135
Natixis
Natixis
France
$40.9M +$35.3M 2 0.26% Increased
136
Baird Financial Group
Baird Financial Group
Wisconsin
$40.4M -$1.89M 1 0.24% Reduced
137
ALPS Advisors
ALPS Advisors
Colorado
$40M +$1.1M 1 0.28% Increased
138
Beck Mack & Oliver
Beck Mack & Oliver
New York
$39.9M -$2.75M 1 1.43% Reduced
139
RNC Capital Management
RNC Capital Management
California
$39.8M +$1.69M 1 2.77% Increased
140
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$39.5M -$4.34M 1 0.35% Reduced
141
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$39.4M +$1.96M 1 0.21% Increased
142
Regions Financial Corp
Regions Financial Corp
Alabama
$39M -$11.3M 2 0.45% Reduced
143
Rafferty Asset Management
Rafferty Asset Management
New York
$38.5M +$8.31M 1 0.62% Increased
144
Balyasny Asset Management
Balyasny Asset Management
Illinois
$38.2M +$19M 2 0.25% Increased
145
Aberdeen Group
Aberdeen Group
United Kingdom
$37.1M +$9.87M 1 0.08% Increased
146
Asset Management One
Asset Management One
Japan
$37M -$90.2M 1 0.2% Reduced
147
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$37M -$688K 1 0.26% Reduced
148
STRS Ohio
STRS Ohio
Ohio
$36M +$102K 1 0.16% Increased
149
MVP
Miller Value Partners
Florida
$35.7M +$3.13M 1 1.42% Increased
150
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$35.6M -$110K 1 0.23% Reduced