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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
Truist Financial
Truist Financial
North Carolina
$47.8M -$4.76M 1 0.13% Reduced
127
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$46.3M +$1.52M 1 1.66% Increased
128
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$45.5M +$26.9M 2 0.59% Increased
129
ORIO
Old Republic International (ORI)
Illinois
$45.3M $0 1 1.42% Maintained
130
SEI Investments
SEI Investments
Pennsylvania
$44.9M -$3.28M 2 0.17% Reduced
131
Neuberger Berman Group
Neuberger Berman Group
New York
$44.9M +$901K 2 0.07% Increased
132
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$44.8M -$13.9M 1 0.14% Reduced
133
Asset Management One
Asset Management One
Japan
$44.6M -$3.19M 2 0.26% Reduced
134
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$44.4M +$3.23M 1 0.37% Increased
135
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.4M -$18.8M 2 0.3% Reduced
136
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$42.3M +$19.5M 1 0.14% Increased
137
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$42.3M -$5.09M 2 0.24% Reduced
138
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$42.1M +$25.8M 1 1.5% Increased
139
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$41.9M +$42.9M 1 0.65% Increased
140
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$40.9M +$4.4M 2 0.18% Increased
141
Laurion Capital Management
Laurion Capital Management
New York
$40.7M +$49.3M 1 0.44% New
142
TD Asset Management
TD Asset Management
Ontario, Canada
$40.4M -$4.29M 1 0.07% Reduced
143
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$40M +$3.28M 1 0.36% Increased
144
Two Sigma Advisers
Two Sigma Advisers
New York
$39.3M -$296M 2 0.15% Reduced
145
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$38.9M +$37.6M 2 0.05% Increased
146
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$38.8M +$4.85M 1 0.48% Increased
147
LPL Financial
LPL Financial
California
$38M +$4.65M 2 0.08% Increased
148
Appaloosa LP
Appaloosa LP
New Jersey
$37.7M +$45.7M 1 1.15% New
149
Railway Pension Investments
Railway Pension Investments
United Kingdom
$37.7M +$3.61M 1 0.52% Increased
150
PAM
Private Asset Management
California
$37.3M -$176K 1 7.85% Reduced