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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
RCM
Raging Capital Management
New Jersey
$46.5M +$53.5M 1 6.2% New
152
Korea Investment Corp
Korea Investment Corp
South Korea
$45.6M -$2.75M 1 0.21% Reduced
153
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$45M -$3.33M 1 0.4% Reduced
154
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$44.6M -$52.2M 1 0.1% Reduced
155
ORIO
Old Republic International (ORI)
Illinois
$43.7M $0 1 1.4% Maintained
156
MAM
Melqart Asset Management
United Kingdom
$43.6M +$5.51M 1 5.24% Increased
157
ALPS Advisors
ALPS Advisors
Colorado
$42.8M +$1.59M 1 0.34% Increased
158
Vident Investment Advisory
Vident Investment Advisory
Georgia
$42.1M +$10.1M 2 1.71% Increased
159
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$42M -$1.11M 2 0.29% Reduced
160
Aviva
Aviva
United Kingdom
$41.7M -$4.45M 1 0.25% Reduced
161
Fisher Asset Management
Fisher Asset Management
Washington
$41.1M +$9.31M 1 0.05% Increased
162
Robeco Schweiz
Robeco Schweiz
Switzerland
$41M +$47.2M 1 1.9% New
163
NC
Numen Capital
United Kingdom
$40.3M +$29.8M 1 27.3% Increased
164
AIG
American International Group
New York
$40.2M -$69.7K 3 0.14% Reduced
165
Rafferty Asset Management
Rafferty Asset Management
New York
$39.9M +$12.1M 1 0.59% Increased
166
DnB Asset Management
DnB Asset Management
Norway
$39.6M +$637K 1 0.48% Increased
167
ACI
AMP Capital Investors
Australia
$39.4M -$2.01M 1 0.22% Reduced
168
VOYA Investment Management
VOYA Investment Management
Georgia
$38.9M +$584K 2 0.08% Increased
169
Pzena Investment Management
Pzena Investment Management
New York
$38.8M -$2.75M 1 0.2% Reduced
170
Cambiar Investors
Cambiar Investors
Colorado
$38.5M -$20.7M 1 0.61% Reduced
171
Conning Inc
Conning Inc
Connecticut
$37.8M +$5.16M 1 1.22% Increased
172
RNC Capital Management
RNC Capital Management
California
$37.7M +$769K 1 2.79% Increased
173
Seizert Capital Partners
Seizert Capital Partners
Michigan
$37.7M -$55.1K 1 1.37% Reduced
174
Foresters Investment Management
Foresters Investment Management
New York
$36.7M +$1.29M 1 0.61% Increased
175
PAM
Private Asset Management
California
$36.6M -$2.5M 1 6.25% Reduced