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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
MC
Montag & Caldwell
Georgia
$38.9M +$3.66M 1 2.12% Increased
152
ALPS Advisors
ALPS Advisors
Colorado
$38.8M +$3.02M 1 0.3% Increased
153
Becker Capital Management
Becker Capital Management
Oregon
$38.6M +$3.32M 1 1.51% Increased
154
CMG
Cavalry Management Group
California
$38.2M +$26.7M 1 8.91% Increased
155
HBK Investments
HBK Investments
Texas
$38.1M +$21.5M 1 0.4% Increased
156
RNC Capital Management
RNC Capital Management
California
$37.9M -$1.48M 1 2.87% Reduced
157
MPMG
Minneapolis Portfolio Management Group
Minnesota
$37.9M +$2.32M 1 5.2% Increased
158
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$37.7M -$269K 1 0.3% Reduced
159
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$37.2M +$1.8M 1 0.23% Increased
160
Aperio Group
Aperio Group
California
$36.9M -$3.26M 1 0.19% Reduced
161
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$36.2M +$40.6K 2 0.44% Increased
162
PAM
Private Asset Management
California
$35.9M -$831K 1 6.98% Reduced
163
STRS Ohio
STRS Ohio
Ohio
$35.8M -$7.33M 1 0.18% Reduced
164
APG Asset Management
APG Asset Management
Netherlands
$35.7M -$4.58M 1 0.07% Reduced
165
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$35.7M +$7.92M 2 0.26% Increased
166
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$35.4M $0 1 0.99% Maintained
167
Advisors Capital Management
Advisors Capital Management
New Jersey
$34.9M -$191K 1 2.54% Reduced
168
AIG
American International Group
New York
$34.3M -$7.34M 2 0.14% Reduced
169
Guggenheim Capital
Guggenheim Capital
Illinois
$34.1M -$8.91M 1 0.29% Reduced
170
Robeco Schweiz
Robeco Schweiz
Switzerland
$34.1M -$6.68M 1 1.58% Reduced
171
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$33.6M +$14.6M 1 0.53% Increased
172
Cambiar Investors
Cambiar Investors
Colorado
$32.6M +$4.11M 1 0.74% Increased
173
VOYA Investment Management
VOYA Investment Management
Georgia
$32.4M -$3.93M 2 0.08% Reduced
174
MVP
Miller Value Partners
Florida
$32.4M +$2.09M 1 1.47% Increased
175
Första AP-fonden
Första AP-fonden
Sweden
$31.7M $0 1 1.51% Maintained