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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
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$42.5M -$110M 2 0.21% Reduced
177
Highbridge Capital Management
Highbridge Capital Management
New York
$42.3M +$30.5M 1 0.65% Increased
178
AGA
Altrinsic Global Advisors
Connecticut
$42.3M -$737K 1 1.1% Reduced
179
Janus Henderson Group
Janus Henderson Group
$42.2M -$6.98M 1 0.34% Reduced
180
NFA
Nationwide Fund Advisors
Ohio
$42M -$6.2M 3 0.18% Reduced
181
BB&T Securities
BB&T Securities
Virginia
$41M -$5.98M 1 0.86% Reduced
182
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$40.9M -$3.33M 1 0.31% Reduced
183
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$40.8M +$2.03M 1 0.42% Increased
184
Saturna Capital
Saturna Capital
Washington
$40.8M -$282K 1 1.26% Reduced
185
National Pension Service
National Pension Service
South Korea
$40.5M +$2.64M 1 0.43% Increased
186
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$40.1M $0 1 2.54% Maintained
187
AIG
American International Group
New York
$39.9M +$1.32M 2 0.16% Increased
188
Regions Financial Corp
Regions Financial Corp
Alabama
$39.3M +$4.92M 1 0.53% Increased
189
Congress Asset Management
Congress Asset Management
Massachusetts
$39.2M -$2.97M 1 0.97% Reduced
190
ProShare Advisors
ProShare Advisors
Maryland
$38.7M +$198K 2 0.47% Increased
191
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$38.6M +$7.17M 1 0.44% Increased
192
Glenmede Trust
Glenmede Trust
Pennsylvania
$38.5M -$10.1M 2 0.26% Reduced
193
VOYA Investment Management
VOYA Investment Management
Georgia
$38.1M -$2.46M 2 0.09% Reduced
194
ING Group
ING Group
Netherlands
$37.5M +$3.02M 1 0.23% Increased
195
Nuveen
Nuveen
North Carolina
$37.4M +$16.5M 2 0.19% Increased
196
PAM
Private Asset Management
California
$37M -$294K 1 6.71% Reduced
197
SEI Investments
SEI Investments
Pennsylvania
$37M +$25M 2 0.23% Increased
198
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$36.8M -$8.06M 2 0.22% Reduced
199
MVP
Miller Value Partners
Florida
$36.8M +$959K 1 0.98% Increased
200
AMF Tjänstepension
AMF Tjänstepension
Sweden
$36.6M +$33.4M 1 0.51% Increased