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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
RNC Capital Management
RNC Capital Management
California
$49.7M +$231K 1 3.28% Increased
152
TGA
Trilogy Global Advisors
Florida
$49.7M -$8.04M 1 5.54% Reduced
153
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$49.7M -$14.6M 1 0.36% Reduced
154
APG Asset Management
APG Asset Management
Netherlands
$49.1M +$4.19M 1 0.09% Increased
155
Jane Street
Jane Street
New York
$48.6M +$15M 2 0.1% Increased
156
Foresters Investment Management
Foresters Investment Management
New York
$48.4M +$32.9K 1 0.77% Increased
157
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$48.3M -$6.91M 1 0.18% Reduced
158
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$48M +$595K 1 0.34% Increased
159
PAM
Private Asset Management
California
$46.5M -$91.5K 1 7.32% Reduced
160
VOYA Investment Management
VOYA Investment Management
Georgia
$45.6M -$4.29M 2 0.09% Reduced
161
ALPS Advisors
ALPS Advisors
Colorado
$45.5M -$10.2M 1 0.3% Reduced
162
MPMG
Minneapolis Portfolio Management Group
Minnesota
$45.2M +$695K 1 5.4% Increased
163
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$45M -$827K 1 0.22% Reduced
164
Becker Capital Management
Becker Capital Management
Oregon
$44.9M -$12M 1 1.43% Reduced
165
MC
Montag & Caldwell
Georgia
$44.9M -$36.2M 1 1.75% Reduced
166
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$44.8M -$49.3M 1 1.24% Reduced
167
Advisors Capital Management
Advisors Capital Management
New Jersey
$44.5M +$342K 1 2.91% Increased
168
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$43.4M +$817K 2 0.45% Increased
169
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$43.1M +$1.65M 1 1.44% Increased
170
Royal London Asset Management
Royal London Asset Management
United Kingdom
$42.7M -$1.31M 1 0.44% Reduced
171
Vident Investment Advisory
Vident Investment Advisory
Georgia
$41M -$6.17M 2 1.6% Reduced
172
NCA
Newbrook Capital Advisors
New York
$40.5M +$37M 1 2.98% New
173
Korea Investment Corp
Korea Investment Corp
South Korea
$40.1M +$2.52M 1 0.19% Increased
174
Första AP-fonden
Första AP-fonden
Sweden
$40.1M -$3.23M 1 1.61% Reduced
175
Tocqueville Asset Management
Tocqueville Asset Management
New York
$39.7M +$27.4K 1 0.5% Increased