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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
$66.7M -$748 2 0.07% Reduced
127
Smead Capital Management
Smead Capital Management
Arizona
$66.6M +$1.12M 1 2.96% Increased
128
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$65.4M +$20.2M 2 0.21% Increased
129
VOYA Investment Management
VOYA Investment Management
Georgia
$64M +$9M 2 0.13% Increased
130
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$63.6M -$1.51M 1 0.73% Reduced
131
SEI Investments
SEI Investments
Pennsylvania
$62.1M +$13.4M 2 0.19% Increased
132
SCM
Sirios Capital Management
Massachusetts
$61.8M +$53.1M 1 3.98% Increased
133
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$61.7M -$3.79M 1 1.18% Reduced
134
Asset Management One
Asset Management One
Japan
$61.7M -$21.3K 1 0.28% Reduced
135
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$60.6M +$978K 1 0.27% Increased
136
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$60M +$43M 1 0.1% Increased
137
Candriam SCA
Candriam SCA
Luxembourg
$59.5M +$29.9M 2 0.64% Increased
138
ORIO
Old Republic International (ORI)
Illinois
$59M $0 1 1.48% Maintained
139
TD Asset Management
TD Asset Management
Ontario, Canada
$57.3M -$1.95M 1 0.08% Reduced
140
Guggenheim Capital
Guggenheim Capital
Illinois
$57M +$685K 2 0.43% Increased
141
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$56.2M -$224K 1 1.52% Reduced
142
Neuberger Berman Group
Neuberger Berman Group
New York
$56.1M +$4.62M 2 0.07% Increased
143
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$54.4M +$707K 1 0.35% Increased
144
Aberdeen Group
Aberdeen Group
United Kingdom
$54.4M -$1.81M 1 0.13% Reduced
145
Panagora Asset Management
Panagora Asset Management
Massachusetts
$53.9M +$48.2M 2 0.25% Increased
146
American Century Companies
American Century Companies
Missouri
$51.6M -$18.8M 1 0.05% Reduced
147
MSL
Mackay Shields LLC
New York
$50.5M -$5.97M 1 0.35% Reduced
148
Quadrature Capital
Quadrature Capital
United Kingdom
$49.9M +$22.8M 1 1.89% Increased
149
Regions Financial Corp
Regions Financial Corp
Alabama
$49.5M -$2.75M 1 0.52% Reduced
150
Conning Inc
Conning Inc
Connecticut
$49.4M +$647K 1 1.62% Increased