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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
$69.6M +$8.87M 1 0.19% Increased
152
LPL Financial
LPL Financial
California
$69.3M -$1.1M 2 0.11% Reduced
153
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$69.2M +$64.1K 1 0.55% Increased
154
Franklin Resources
Franklin Resources
California
$68.7M +$5.66M 1 0.03% Increased
155
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$68.2M +$28.9M 2 1.82% Increased
156
Guggenheim Capital
Guggenheim Capital
Illinois
$66.8M -$3.12M 2 0.48% Reduced
157
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$64.3M +$987K 2 0.22% Increased
158
PAM
Private Asset Management
California
$64.2M -$707K 1 10.69% Reduced
159
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$63.5M +$57M 1 1.07% New
160
Aviva
Aviva
United Kingdom
$63.2M -$3.67M 2 0.37% Reduced
161
AustralianSuper
AustralianSuper
Australia
$62.9M +$9.16M 1 0.54% Increased
162
Balyasny Asset Management
Balyasny Asset Management
Illinois
$62.4M -$5.54M 2 0.46% Reduced
163
Millennium Management
Millennium Management
New York
$60.7M +$13.3M 2 0.07% Increased
164
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$59.9M +$1.69M 2 0.44% Increased
165
Beck Mack & Oliver
Beck Mack & Oliver
New York
$59.9M -$1.2M 1 2.2% Reduced
166
HighTower Advisors
HighTower Advisors
Illinois
$59.4M +$4.28M 1 0.29% Increased
167
AIG
American International Group
New York
$58.4M -$2.01M 3 0.28% Reduced
168
Mariner
Mariner
Kansas
$57.8M +$992K 1 0.54% Increased
169
Man Group
Man Group
United Kingdom
$57.7M -$152M 2 0.23% Reduced
170
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$57.6M -$206K 1 0.44% Reduced
171
Storebrand Asset Management
Storebrand Asset Management
Norway
$57M +$867K 1 0.41% Increased
172
MC
Montag & Caldwell
Georgia
$55.8M +$50.6M 1 3.39% New
173
CI Investments Inc
CI Investments Inc
Ontario, Canada
$55M +$38.7M 1 0.27% Increased
174
MSL
Mackay Shields LLC
New York
$54.5M -$4.15M 1 0.37% Reduced
175
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$54M +$10.1M 1 0.34% Increased