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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
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$41.8M -$3.62M 1 0.42% Reduced
152
Foresters Investment Management
Foresters Investment Management
New York
$41.8M +$2.38M 1 0.83% Increased
153
SEI Investments
SEI Investments
Pennsylvania
$41.8M -$2.22M 2 0.11% Reduced
154
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$41.4M +$5.17M 1 0.15% Increased
155
ACI
AMP Capital Investors
Australia
$41.3M +$4.39M 1 0.23% Increased
156
Fisher Asset Management
Fisher Asset Management
Washington
$40.9M +$6.21M 2 0.04% Increased
157
AIG
American International Group
New York
$40.8M -$444K 3 0.16% Reduced
158
MPMG
Minneapolis Portfolio Management Group
Minnesota
$40.1M -$847K 1 5.02% Reduced
159
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$39.1M -$3.32M 1 0.23% Reduced
160
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$39M -$4.52M 1 0.71% Reduced
161
MVP
Miller Value Partners
Florida
$38.3M -$9.59M 1 1.54% Reduced
162
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$38.1M +$5.31M 1 0.13% Increased
163
LPL Financial
LPL Financial
California
$37.7M -$1.71M 1 0.08% Reduced
164
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$37.1M -$28.7M 1 0.57% Reduced
165
DnB Asset Management
DnB Asset Management
Norway
$36.7M +$27M 1 0.41% Increased
166
Royal London Asset Management
Royal London Asset Management
United Kingdom
$36.6M +$312K 1 0.28% Increased
167
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$35.6M -$11.7M 1 0.96% Reduced
168
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$35.4M -$344K 2 0.31% Reduced
169
Tocqueville Asset Management
Tocqueville Asset Management
New York
$35M -$139K 1 0.47% Reduced
170
Macquarie Group
Macquarie Group
Australia
$34.8M +$5.82M 2 0.06% Increased
171
Clal Insurance
Clal Insurance
Israel
$34.5M +$34M 1 0.84% New
172
ALPS Advisors
ALPS Advisors
Colorado
$34.4M -$4.9M 1 0.27% Reduced
173
Becker Capital Management
Becker Capital Management
Oregon
$33.5M -$3.22M 1 1.28% Reduced
174
KBC Group
KBC Group
Belgium
$33.4M -$10.2M 2 0.24% Reduced
175
T
TOBAM
France
$33.3M +$446K 1 2.15% Increased