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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
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$50M -$2.78M 1 0.17% Reduced
152
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$49M +$22.3K 1 0.37% Increased
153
HighTower Advisors
HighTower Advisors
Illinois
$48.2M +$5.43M 1 0.43% Increased
154
KeyBank National Association
KeyBank National Association
Ohio
$47.2M -$5.79M 1 0.28% Reduced
155
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$47M -$1.15M 1 0.42% Reduced
156
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$46.6M +$236K 2 0.34% Increased
157
ACI
AMP Capital Investors
Australia
$46M -$12.3M 1 0.27% Reduced
158
Saturna Capital
Saturna Capital
Washington
$44.9M +$11.3K 1 1.49% Increased
159
ClearBridge Investments
ClearBridge Investments
New York
$44.6M +$28.2M 2 0.04% Increased
160
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$44.4M +$2M 1 3.78% Increased
161
SCM
Snow Capital Management
Pennsylvania
$44.2M +$1.59M 1 2.2% Increased
162
Korea Investment Corp
Korea Investment Corp
South Korea
$41.7M +$985K 1 0.19% Increased
163
Regions Financial Corp
Regions Financial Corp
Alabama
$41.6M -$2.11M 1 0.49% Reduced
164
QI
Qualcomm Inc
California
$41.6M -$975K 1 70.51% Reduced
165
Pzena Investment Management
Pzena Investment Management
New York
$41.1M $0 1 0.22% Maintained
166
PAM
Private Asset Management
California
$40.7M +$225K 1 6.57% Increased
167
AIG
American International Group
New York
$40.7M +$379K 3 0.15% Increased
168
TCM
Tetrem Capital Management
Manitoba, Canada
$40.1M -$260K 1 1.75% Reduced
169
RA
RiverPark Advisors
New York
$39.8M -$41M 1 4.53% Reduced
170
Seizert Capital Partners
Seizert Capital Partners
Michigan
$39.7M +$994K 1 1.44% Increased
171
Becker Capital Management
Becker Capital Management
Oregon
$39.3M +$1.19M 1 1.41% Increased
172
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$39.1M -$1.74M 1 0.27% Reduced
173
Tocqueville Asset Management
Tocqueville Asset Management
New York
$38.9M -$42.4K 1 0.47% Reduced
174
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$38M -$6.78M 1 0.2% Reduced
175
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$37.7M -$64.9M 1 0.08% Reduced