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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
151
Guggenheim Capital
Guggenheim Capital
Illinois
$118M -$4.42M 1 0.74% Reduced
152
AssetMark Inc
AssetMark Inc
California
$115M -$7.3M 1 0.2% Reduced
153
Danske Bank
Danske Bank
Denmark
$114M +$4.63M 1 0.23% Increased
154
Corient Private Wealth
Corient Private Wealth
Florida
$114M -$4.48M 2 0.16% Reduced
155
Truist Financial
Truist Financial
North Carolina
$114M -$74.7M 2 0.14% Reduced
156
Epoch Investment Partners
Epoch Investment Partners
New York
$112M -$39M 1 0.64% Reduced
157
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$111M -$18.9M 2 0.24% Reduced
158
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$111M -$47.2M 2 0.32% Reduced
159
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$109M -$30.2M 2 0.5% Reduced
160
Mercer Global Advisors
Mercer Global Advisors
Colorado
$109M -$4.31M 3 0.13% Reduced
161
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$108M -$6.31M 3 0.1% Reduced
162
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$107M +$851K 2 0.22% Increased
163
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105M -$17.9M 1 1.02% Reduced
164
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$104M -$29.4M 1 4.06% Reduced
165
Storebrand Asset Management
Storebrand Asset Management
Norway
$104M +$2.74M 1 0.26% Increased
166
Creative Planning
Creative Planning
Kansas
$103M +$5.78M 3 0.06% Increased
167
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$103M -$11.4M 2 0.33% Reduced
168
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$103M -$1.07M 3 0.17% Reduced
169
Mariner
Mariner
Kansas
$102M -$4.73M 2 0.11% Reduced
170
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$102M +$2.8M 2 0.25% Increased
171
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$102M +$421K 1 0.22% Increased
172
Quadrature Capital
Quadrature Capital
United Kingdom
$101M +$100M 2 0.87% New
173
SSM
Sound Shore Management
Connecticut
$101M +$23M 1 3.12% Increased
174
Cerity Partners
Cerity Partners
New York
$101M +$32.1M 3 0.12% Increased
175
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$100M -$11.3M 2 0.19% Reduced