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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
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$97.5M +$43.8M 1 0.29% Increased
127
Altshuler Shaham
Altshuler Shaham
Israel
$96.2M +$75.7M 1 1.74% Increased
128
NEOS Investment Management
NEOS Investment Management
Connecticut
$94.6M +$21.2M 1 0.48% Increased
129
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$92.9M -$470K 1 3.93% Reduced
130
Korea Investment Corp
Korea Investment Corp
South Korea
$91.9M +$15M 1 0.19% Increased
131
Primecap Management
Primecap Management
California
$91.9M -$238M 2 0.07% Reduced
132
SG Americas Securities
SG Americas Securities
New York
$91.8M -$94.1M 3 0.1% Reduced
133
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$91.4M +$31.3M 2 0.65% Increased
134
Quantinno Capital Management
Quantinno Capital Management
New York
$91.2M -$27.6M 2 0.15% Reduced
135
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$90.6M -$13.6M 1 0.22% Reduced
136
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$89.1M -$3.53M 1 0.27% Reduced
137
Guggenheim Capital
Guggenheim Capital
Illinois
$85.4M -$13.1M 1 0.66% Reduced
138
Baird Financial Group
Baird Financial Group
Wisconsin
$85.4M -$3.34M 1 0.13% Reduced
139
AssetMark Inc
AssetMark Inc
California
$85.1M +$696K 2 0.17% Increased
140
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85M +$3.32M 1 0.85% Increased
141
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$83.5M -$183K 1 0.28% Reduced
142
Corient Private Wealth
Corient Private Wealth
Florida
$82.4M +$3.14M 1 0.12% Increased
143
Renaissance Technologies
Renaissance Technologies
New York
$81.5M +$91.4M 4 0.13% Increased
144
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$81M -$34.2M 1 0.52% Reduced
145
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$79.5M +$1.02M 2 0.31% Increased
146
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$79.3M -$2.39M 2 0.08% Reduced
147
Neuberger Berman Group
Neuberger Berman Group
New York
$79.1M -$17.4M 1 0.06% Reduced
148
Mercer Global Advisors
Mercer Global Advisors
Colorado
$78.4M -$7.85M 3 0.12% Reduced
149
Pictet Asset Management
Pictet Asset Management
Switzerland
$78.1M +$3.41M 2 0.08% Increased
150
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$77.5M -$13.1M 1 0.19% Reduced