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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
Pictet Asset Management
Pictet Asset Management
Switzerland
$131M -$9.4M 2 0.13% Reduced
127
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$130M +$2.41M 2 0.27% Increased
128
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$128M +$8.67M 1 0.88% Increased
129
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$126M -$4.45M 1 0.39% Reduced
130
NSLI
Nan Shan Life Insurance
Taiwan
$125M $0 1 2.66% Maintained
131
Storebrand Asset Management
Storebrand Asset Management
Norway
$123M +$4.81M 1 0.33% Increased
132
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$122M -$300K 1 5.02% Reduced
133
Neuberger Berman Group
Neuberger Berman Group
New York
$122M -$33.2M 1 0.09% Reduced
134
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$118M +$112M 2 0.64% New
135
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$117M -$4.41M 2 0.18% Reduced
136
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$112M +$2.48M 2 0.27% Increased
137
Baird Financial Group
Baird Financial Group
Wisconsin
$112M +$2.02M 1 0.18% Increased
138
Smead Capital Management
Smead Capital Management
Arizona
$112M -$8.14M 1 2.15% Reduced
139
Cullen Capital Management
Cullen Capital Management
New York
$111M +$19.4M 1 1.21% Increased
140
Mercer Global Advisors
Mercer Global Advisors
Colorado
$109M +$104M 2 0.18% Increased
141
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$109M -$44.5M 1 1.02% Reduced
142
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$108M -$851K 1 0.36% Reduced
143
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$108M +$83.6M 2 0.28% Increased
144
AssetMark Inc
AssetMark Inc
California
$107M -$1.38M 2 0.23% Reduced
145
DnB Asset Management
DnB Asset Management
Norway
$106M +$60.8M 1 0.4% Increased
146
Waverton Investment Management
Waverton Investment Management
United Kingdom
$106M -$25.3M 1 1.36% Reduced
147
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$104M +$539K 2 0.41% Increased
148
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$102M +$10.4M 2 0.12% Increased
149
Citadel Advisors
Citadel Advisors
Florida
$102M -$12M 4 0.02% Reduced
150
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$100M +$8.34M 1 1.04% Increased