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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
176
SAM
Sawgrass Asset Management
Florida
$76.1M +$10.4M 1 3.53% Increased
177
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$75.5M -$36.7M 1 0.54% Reduced
178
Seizert Capital Partners
Seizert Capital Partners
Michigan
$75.5M +$24.6M 1 1.6% Increased
179
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$75.4M -$12.2M 2 0.64% Reduced
180
Candriam SCA
Candriam SCA
Luxembourg
$75.1M +$73.9M 2 1.57% New
181
Everett Harris & Co
Everett Harris & Co
California
$75M -$2.51M 1 2.57% Reduced
182
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$74.8M -$772K 2 0.52% Reduced
183
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$74.7M -$67.9K 1 0.4% Reduced
184
KCM
Kames Capital Management
United Kingdom
$74.3M +$5.64M 1 2.19% Increased
185
TAM
Tiverton Asset Management
Delaware
$74.3M $0 1 1.55% Maintained
186
FTCM
Fir Tree Capital Management
New York
$74.3M $0 1 0.78% Maintained
187
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$73.9M +$2.74M 2 0.58% Increased
188
Two Sigma Advisers
Two Sigma Advisers
New York
$72.8M -$41.2M 2 0.56% Reduced
189
BB&T Securities
BB&T Securities
Virginia
$71.9M +$5M 1 1.62% Increased
190
M&T Bank
M&T Bank
New York
$71.8M +$1.19M 2 0.45% Increased
191
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$70.4M +$4.57M 1 1.9% Increased
192
ProShare Advisors
ProShare Advisors
Maryland
$69.9M +$12.4M 2 0.81% Increased
193
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$69.7M -$5.14M 1 0.58% Reduced
194
ACI
AMP Capital Investors
Australia
$69.3M -$8.32M 1 0.42% Reduced
195
Rockefeller Financial Services
Rockefeller Financial Services
New York
$69.1M -$910K 1 1.51% Reduced
196
OppenheimerFunds
OppenheimerFunds
New York
$67.8M +$24.6M 2 0.08% Increased
197
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$67M +$2.24M 1 0.8% Increased
198
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$66.9M -$65.9M 1 1.51% Reduced
199
USS Investment Management
USS Investment Management
United Kingdom
$66M -$36.6M 1 1.08% Reduced
200
Highbridge Capital Management
Highbridge Capital Management
New York
$65.8M +$22.7M 1 0.84% Increased