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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
Robeco Schweiz
Robeco Schweiz
Switzerland
$43M +$1.67M 1 1.84% Increased
152
STRS Ohio
STRS Ohio
Ohio
$42.4M -$9.58M 1 0.18% Reduced
153
RCM
Raging Capital Management
New Jersey
$42.2M -$4.83M 1 6.34% Reduced
154
Rafferty Asset Management
Rafferty Asset Management
New York
$42.2M +$1.74M 1 0.63% Increased
155
Russell Investments Group
Russell Investments Group
United Kingdom
$42.1M -$44.2M 2 0.09% Reduced
156
Cambiar Investors
Cambiar Investors
Colorado
$42.1M +$3.08M 1 0.7% Increased
157
Aviva
Aviva
United Kingdom
$41.9M -$306K 1 0.25% Reduced
158
Vident Investment Advisory
Vident Investment Advisory
Georgia
$41.6M +$5.33M 2 1.64% Increased
159
AQR Capital Management
AQR Capital Management
Connecticut
$40.5M -$21.7M 1 0.04% Reduced
160
AIG
American International Group
New York
$40.4M -$85.7K 2 0.14% Reduced
161
Pinnacle Associates
Pinnacle Associates
New York
$40.1M +$2.64M 2 0.83% Increased
162
CIBC World Markets
CIBC World Markets
New York
$40.1M +$26.8M 1 0.35% Increased
163
Pzena Investment Management
Pzena Investment Management
New York
$39.9M +$601K 1 0.2% Increased
164
VOYA Investment Management
VOYA Investment Management
Georgia
$39.3M +$44.6K 2 0.08% Increased
165
Franklin Resources
Franklin Resources
California
$38.7M +$23.8M 1 0.02% Increased
166
RNC Capital Management
RNC Capital Management
California
$38.6M +$369K 1 2.71% Increased
167
Foresters Investment Management
Foresters Investment Management
New York
$37.7M +$497K 1 0.64% Increased
168
Seizert Capital Partners
Seizert Capital Partners
Michigan
$37.7M $0 1 1.37% Maintained
169
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$36.9M +$38.5K 1 0.27% Increased
170
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$36.9M -$14.4M 2 0.4% Reduced
171
Aperio Group
Aperio Group
California
$36.4M +$1.17M 1 0.17% Increased
172
PAM
Private Asset Management
California
$36.3M -$733K 1 5.86% Reduced
173
ACI
AMP Capital Investors
Australia
$36.3M -$4.14M 1 0.2% Reduced
174
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$35.8M +$120K 1 0.2% Increased
175
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$35.6M -$50.1M 1 0.09% Reduced