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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$44.3M +$38.1M 1 0.13% Increased
152
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$44.1M +$42.4M 1 0.54% New
153
SEI Investments
SEI Investments
Pennsylvania
$43.5M +$13.9M 2 0.14% Increased
154
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$43.5M -$174K 1 0.77% Reduced
155
Beck Mack & Oliver
Beck Mack & Oliver
New York
$42.8M -$10M 1 1.5% Reduced
156
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$42.3M -$4.98M 1 0.26% Reduced
157
Natixis
Natixis
France
$42.3M -$10.4M 2 0.33% Reduced
158
MPMG
Minneapolis Portfolio Management Group
Minnesota
$40.9M +$9.45M 1 4.85% Increased
159
AIG
American International Group
New York
$40.7M -$2.33M 3 0.16% Reduced
160
Rafferty Asset Management
Rafferty Asset Management
New York
$40.5M -$10.5M 1 0.71% Reduced
161
LPL Financial
LPL Financial
California
$39.3M +$2.11M 1 0.08% Increased
162
Foresters Investment Management
Foresters Investment Management
New York
$39.3M -$20.4M 1 0.7% Reduced
163
ALPS Advisors
ALPS Advisors
Colorado
$39.2M -$13.6M 1 0.29% Reduced
164
KBC Group
KBC Group
Belgium
$39.2M -$18.4M 2 0.3% Reduced
165
Castleark Management
Castleark Management
Illinois
$37.9M +$26.8M 1 1.46% Increased
166
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$37.8M -$20.7M 2 0.04% Reduced
167
Becker Capital Management
Becker Capital Management
Oregon
$36.6M -$1.97M 1 1.33% Reduced
168
ACI
AMP Capital Investors
Australia
$36.3M +$3.05M 1 0.2% Increased
169
Royal London Asset Management
Royal London Asset Management
United Kingdom
$36.2M -$1.87M 1 0.34% Reduced
170
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$36.1M +$1.89M 1 0.14% Increased
171
River Road Asset Management
River Road Asset Management
Kentucky
$35.9M -$2.44M 1 0.7% Reduced
172
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$35.6M -$875K 2 0.34% Reduced
173
Tocqueville Asset Management
Tocqueville Asset Management
New York
$35M -$6.14M 1 0.45% Reduced
174
Pinnacle Associates
Pinnacle Associates
New York
$34.5M -$2.69M 2 0.81% Reduced
175
Aviva
Aviva
United Kingdom
$34.1M -$788K 1 0.23% Reduced