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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$128M -$643K 2 0.17% Reduced
127
Neuberger Berman Group
Neuberger Berman Group
New York
$125M +$193K 1 0.09% Increased
128
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$124M +$123M 1 0.35% New
129
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$124M -$1.72M 1 5.11% Reduced
130
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$124M -$5.76M 1 0.4% Reduced
131
CIBC World Markets
CIBC World Markets
New York
$123M +$123M 1 0.59% New
132
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$118M +$3.13M 2 0.27% Increased
133
Baird Financial Group
Baird Financial Group
Wisconsin
$117M +$2.24M 1 0.18% Increased
134
Marshall Wace
Marshall Wace
United Kingdom
$115M +$92.1M 4 0.1% Increased
135
Mercer Global Advisors
Mercer Global Advisors
Colorado
$113M +$1.45M 2 0.17% Increased
136
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$112M +$30.2M 1 1.28% Increased
137
AssetMark Inc
AssetMark Inc
California
$112M +$1.93M 2 0.23% Increased
138
Storebrand Asset Management
Storebrand Asset Management
Norway
$112M -$14.9M 1 0.3% Reduced
139
Capula Management
Capula Management
Cayman Islands
$111M +$110M 1 0.56% Increased
140
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$111M -$382K 1 0.36% Reduced
141
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$111M +$111M 1 0.34% New
142
Prudential Financial
Prudential Financial
New Jersey
$109M -$37.7M 1 0.13% Reduced
143
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$109M +$39.6M 1 0.26% Increased
144
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$108M +$3.23M 2 0.12% Increased
145
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$107M $0 2 0.19% Maintained
146
Smead Capital Management
Smead Capital Management
Arizona
$107M -$7.45M 1 2.23% Reduced
147
Danske Bank
Danske Bank
Denmark
$107M +$5.65M 2 0.25% Increased
148
Corient Private Wealth
Corient Private Wealth
Florida
$106M +$23.3M 1 0.14% Increased
149
Korea Investment Corp
Korea Investment Corp
South Korea
$104M +$15.5M 1 0.21% Increased
150
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$104M -$2.25M 2 0.4% Reduced