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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
SEI Investments
SEI Investments
Pennsylvania
$131M -$19.6M 2 0.17% Reduced
127
Natixis Advisors
Natixis Advisors
Massachusetts
$130M -$13.2M 2 0.24% Reduced
128
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$129M +$18.5M 1 0.33% Increased
129
Guggenheim Capital
Guggenheim Capital
Illinois
$127M +$2.43M 2 1.03% Increased
130
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$127M +$7.96M 2 0.36% Increased
131
Appaloosa LP
Appaloosa LP
New Jersey
$123M $0 1 1.9% Maintained
132
Pictet Asset Management
Pictet Asset Management
Switzerland
$121M +$39.1M 2 0.13% Increased
133
Baird Financial Group
Baird Financial Group
Wisconsin
$115M +$9M 1 0.22% Increased
134
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$115M +$56.2M 2 0.29% Increased
135
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$112M +$312K 1 4.99% Increased
136
Storebrand Asset Management
Storebrand Asset Management
Norway
$110M -$7.15M 1 0.33% Reduced
137
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$110M +$58.2M 1 0.39% Increased
138
Citadel Advisors
Citadel Advisors
Florida
$107M -$174M 3 0.02% Reduced
139
ING Group
ING Group
Netherlands
$104M -$12.3M 1 0.7% Reduced
140
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$104M -$351K 1 0.38% Reduced
141
Aviva
Aviva
United Kingdom
$103M +$24.6M 1 0.27% Increased
142
Smead Capital Management
Smead Capital Management
Arizona
$103M -$2.66M 1 1.6% Reduced
143
Corient Private Wealth
Corient Private Wealth
Florida
$103M -$6.87M 1 0.17% Reduced
144
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$101M +$108M 1 0.74% New
145
APG Asset Management
APG Asset Management
Netherlands
$101M +$99M 1 0.28% Increased
146
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$99.3M +$9.3M 2 0.28% Increased
147
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$98.1M -$20.1M 2 0.17% Reduced
148
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$96.8M -$9.06M 2 0.25% Reduced
149
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$94.2M -$8.42M 3 0.27% Reduced
150
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$92.4M +$1.38M 3 0.14% Increased