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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
CCM
Cadian Capital Management
New York
$47.5M +$33.2M 1 1.71% Increased
177
Seizert Capital Partners
Seizert Capital Partners
Michigan
$47.4M -$7.25K 1 1.44% Reduced
178
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$47.3M -$2.74M 2 0.34% Reduced
179
Pzena Investment Management
Pzena Investment Management
New York
$47.2M +$52.2M 1 0.3% New
180
PRCM
Pine River Capital Management
Minnesota
$46.8M +$373K 1 0.6% Increased
181
AGA
Altrinsic Global Advisors
Connecticut
$46.2M +$51.1M 1 1.07% New
182
Congress Asset Management
Congress Asset Management
Massachusetts
$45.1M +$10.4M 1 1.16% Increased
183
ICM
Ionic Capital Management
New York
$44.8M -$29.5M 1 2.43% Reduced
184
HCM
Holland Capital Management
Illinois
$44.7M -$84.7M 1 1.16% Reduced
185
Saturna Capital
Saturna Capital
Washington
$44.1M -$22.6K 1 1.39% Reduced
186
VOYA Investment Management
VOYA Investment Management
Georgia
$43.4M +$2.72M 2 0.11% Increased
187
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$43.1M $0 1 2.8% Maintained
188
DF Dent & Co
DF Dent & Co
Maryland
$42.6M -$37.8M 1 1.21% Reduced
189
Winton Group
Winton Group
United Kingdom
$42.6M -$6.46M 1 0.34% Reduced
190
DAC
Dividend Assets Capital
South Carolina
$42.3M -$53.8M 1 1.07% Reduced
191
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$41.8M -$1.75M 1 0.53% Reduced
192
SIM
Sprucegrove Investment Management
Ontario, Canada
$41.7M +$19M 1 1.04% Increased
193
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.6M -$7.59M 2 0.21% Reduced
194
AIG
American International Group
New York
$41.5M -$2.12M 2 0.18% Reduced
195
ACM
Atlanta Capital Management
Georgia
$41.4M -$6.64M 1 0.31% Reduced
196
ProShare Advisors
ProShare Advisors
Maryland
$41.4M +$4.81M 1 0.58% Increased
197
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41.3M -$161M 2 0.2% Reduced
198
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$40.9M -$1.78M 2 0.38% Reduced
199
National Pension Service
National Pension Service
South Korea
$40.9M +$6.33M 1 0.52% Increased
200
AT
Alliance Trust
United Kingdom
$40.6M +$44.9M 1 1.91% New