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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
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$41.9M -$1.91M 1 0.3% Reduced
152
Natixis
Natixis
France
$41.8M +$27.1M 1 0.39% Increased
153
ORIO
Old Republic International (ORI)
Illinois
$40.9M +$7.56M 1 1.35% Increased
154
Regions Financial Corp
Regions Financial Corp
Alabama
$40.7M +$1.69M 1 0.46% Increased
155
ACI
AMP Capital Investors
Australia
$39.9M -$3.5M 1 0.22% Reduced
156
HighTower Advisors
HighTower Advisors
Illinois
$39.5M -$5.8M 1 0.34% Reduced
157
VanEck Associates
VanEck Associates
New York
$38.9M +$11.6M 1 0.2% Increased
158
Pzena Investment Management
Pzena Investment Management
New York
$38.6M $0 1 0.2% Maintained
159
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$38.3M -$23.4M 1 0.24% Reduced
160
River Road Asset Management
River Road Asset Management
Kentucky
$38.3M -$11.7M 1 0.75% Reduced
161
QI
Qualcomm Inc
California
$38.1M -$937K 1 72.33% Reduced
162
ProShare Advisors
ProShare Advisors
Maryland
$37.9M +$3.13M 1 0.35% Increased
163
Becker Capital Management
Becker Capital Management
Oregon
$37.8M +$891K 1 1.3% Increased
164
Nomura Asset Management
Nomura Asset Management
Japan
$37.7M -$17.1M 2 0.49% Reduced
165
PAM
Private Asset Management
California
$37.7M -$529K 1 6.07% Reduced
166
Korea Investment Corp
Korea Investment Corp
South Korea
$37.4M -$1.71M 1 0.17% Reduced
167
Conning Inc
Conning Inc
Connecticut
$37.3M +$5.37M 1 1.27% Increased
168
Tocqueville Asset Management
Tocqueville Asset Management
New York
$37.1M +$502K 1 0.43% Increased
169
Millennium Management
Millennium Management
New York
$36.5M +$30.9M 1 0.06% Increased
170
Fisher Asset Management
Fisher Asset Management
Washington
$36.5M -$20.6M 1 0.05% Reduced
171
AIG
American International Group
New York
$36.2M -$2.07M 2 0.13% Reduced
172
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$36.1M -$600K 1 0.23% Reduced
173
Seizert Capital Partners
Seizert Capital Partners
Michigan
$35.1M -$2.28M 1 1.29% Reduced
174
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$35M -$218K 1 0.61% Reduced
175
Janus Henderson Group
Janus Henderson Group
$34.6M -$85.1M 1 0.02% Reduced