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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
Aviva
Aviva
United Kingdom
$52.4M +$21.5M 2 0.33% Increased
152
Marshall Wace
Marshall Wace
United Kingdom
$50.9M +$45.3M 2 0.36% New
153
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$50.5M -$68.8M 1 0.18% Reduced
154
PAM
Private Asset Management
California
$50.4M +$74.1K 1 8.95% Increased
155
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$50.3M +$1.1M 1 1.01% Increased
156
Franklin Resources
Franklin Resources
California
$49.2M +$16.7M 1 0.03% Increased
157
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$49.1M +$4.96M 2 0.19% Increased
158
Conning Inc
Conning Inc
Connecticut
$48.4M -$1.6M 1 1.8% Reduced
159
Beck Mack & Oliver
Beck Mack & Oliver
New York
$47.5M -$97.6K 1 1.76% Reduced
160
AIG
American International Group
New York
$47.1M +$811K 3 0.23% Increased
161
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$47.1M +$5.67M 2 0.28% Increased
162
Appaloosa LP
Appaloosa LP
New Jersey
$47M -$3.33M 1 0.82% Reduced
163
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$46.8M -$4.82M 1 0.55% Reduced
164
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$46.2M -$84K 1 0.14% Reduced
165
American Century Companies
American Century Companies
Missouri
$46M +$431K 1 0.04% Increased
166
Candriam SCA
Candriam SCA
Luxembourg
$45.8M -$10.4M 2 0.48% Reduced
167
MSL
Mackay Shields LLC
New York
$45.8M -$1.23M 1 0.37% Reduced
168
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$45M +$19.2M 2 0.38% Increased
169
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$44.8M -$8.04M 1 0.37% Reduced
170
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$44M +$383K 1 1.29% Increased
171
Mariner
Mariner
Kansas
$44M +$33.7M 1 0.44% Increased
172
Storebrand Asset Management
Storebrand Asset Management
Norway
$43.5M +$1.6M 1 0.36% Increased
173
HighTower Advisors
HighTower Advisors
Illinois
$42.3M +$5.67M 1 0.23% Increased
174
DnB Asset Management
DnB Asset Management
Norway
$42.3M +$109K 1 0.5% Increased
175
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$42M -$39.2M 1 0.34% Reduced