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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
IAM
Impala Asset Management
Florida
$52M +$21.9M 1 3.76% Increased
127
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$52M -$22.9M 2 0.72% Reduced
128
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$51.5M +$434K 1 0.24% Increased
129
TD Asset Management
TD Asset Management
Ontario, Canada
$51.3M -$15.9M 1 0.08% Reduced
130
ORIO
Old Republic International (ORI)
Illinois
$51M -$15.7M 1 1.36% Reduced
131
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$49.9M +$2.04M 1 0.26% Increased
132
PFC
Poplar Forest Capital
California
$49.2M -$1.36M 1 3.78% Reduced
133
MSL
Mackay Shields LLC
New York
$49.1M +$26.7M 1 0.3% Increased
134
Neuberger Berman Group
Neuberger Berman Group
New York
$49M -$9.44M 2 0.06% Reduced
135
Guggenheim Capital
Guggenheim Capital
Illinois
$48.8M +$3.28M 2 0.39% Increased
136
Aberdeen Group
Aberdeen Group
United Kingdom
$48.7M -$8.51M 1 0.12% Reduced
137
Los Angeles Capital Management
Los Angeles Capital Management
California
$48.5M +$2.59M 2 0.26% Increased
138
Cambiar Investors
Cambiar Investors
Colorado
$47.7M -$1.8M 1 1.53% Reduced
139
VOYA Investment Management
VOYA Investment Management
Georgia
$47.3M -$552K 2 0.1% Reduced
140
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$46.4M -$35M 1 0.1% Reduced
141
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$46.4M -$2.35M 1 0.32% Reduced
142
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$45.6M -$23.5M 1 0.16% Reduced
143
Pinnacle Associates
Pinnacle Associates
New York
$45.4M -$1.66M 2 1.07% Reduced
144
Regions Financial Corp
Regions Financial Corp
Alabama
$45.3M -$2.34M 1 0.5% Reduced
145
Baird Financial Group
Baird Financial Group
Wisconsin
$44.8M +$219K 1 0.18% Increased
146
PAM
Private Asset Management
California
$44.4M -$942K 1 7.68% Reduced
147
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$44.3M -$16.1M 1 0.4% Reduced
148
Beck Mack & Oliver
Beck Mack & Oliver
New York
$42.5M -$467K 1 1.5% Reduced
149
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$42.3M -$2.08M 1 0.13% Reduced
150
Conning Inc
Conning Inc
Connecticut
$42.1M -$3.41M 1 1.46% Reduced