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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
Conning Inc
Conning Inc
Connecticut
$37.3M -$775K 1 1.59% Reduced
152
Regions Financial Corp
Regions Financial Corp
Alabama
$36.9M -$1.23M 1 0.49% Reduced
153
Aberdeen Group
Aberdeen Group
United Kingdom
$36.9M -$5.86M 1 0.12% Reduced
154
Baird Financial Group
Baird Financial Group
Wisconsin
$36.7M +$2.67M 1 0.17% Increased
155
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$36.4M +$3.31M 1 0.86% Increased
156
Glenmede Trust
Glenmede Trust
Pennsylvania
$35.7M $0 1 0.16% Maintained
157
KBC Group
KBC Group
Belgium
$35.4M +$31.3M 2 0.3% Increased
158
Beck Mack & Oliver
Beck Mack & Oliver
New York
$35.3M -$1.51M 1 1.57% Reduced
159
MSL
Mackay Shields LLC
New York
$35M -$4.52M 1 0.32% Reduced
160
Guggenheim Capital
Guggenheim Capital
Illinois
$34.8M -$10.8M 2 0.35% Reduced
161
AIG
American International Group
New York
$34.5M -$786K 3 0.19% Reduced
162
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$34.5M -$1.45M 1 0.12% Reduced
163
American Century Companies
American Century Companies
Missouri
$33.7M -$7.03M 1 0.04% Reduced
164
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$33.2M -$1.77M 2 0.31% Reduced
165
SCM
Sirios Capital Management
Massachusetts
$32.9M -$17.6M 1 2.91% Reduced
166
Pinnacle Associates
Pinnacle Associates
New York
$32.8M -$5.08M 2 1% Reduced
167
PEAK6 Investments
PEAK6 Investments
Illinois
$32.5M +$18.4M 1 0.19% Increased
168
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$32.3M +$2.73M 2 0.15% Increased
169
DFO
Duquesne Family Office
New York
$31.9M +$38.7M 1 1.29% New
170
MPMG
Minneapolis Portfolio Management Group
Minnesota
$31.7M -$4M 1 5.38% Reduced
171
DnB Asset Management
DnB Asset Management
Norway
$31.3M -$4.51M 1 0.46% Reduced
172
Royal London Asset Management
Royal London Asset Management
United Kingdom
$31.2M -$391K 1 0.25% Reduced
173
Storebrand Asset Management
Storebrand Asset Management
Norway
$30.9M +$37.4M 1 0.32% New
174
DP
Dearborn Partners
Illinois
$30.9M +$412K 1 1.91% Increased
175
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$30.9M +$1.59M 2 0.24% Increased