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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
Calamos Advisors
Calamos Advisors
Illinois
$58.3M +$7.21M 1 0.42% Increased
177
NFA
Nationwide Fund Advisors
Ohio
$58.1M -$721K 3 0.24% Reduced
178
QI
Qualcomm Inc
California
$57.3M -$6.1M 1 9.87% Reduced
179
Two Sigma Advisers
Two Sigma Advisers
New York
$57.2M -$97.6M 2 0.24% Reduced
180
Great Lakes Advisors
Great Lakes Advisors
Illinois
$56.8M -$4.44M 1 1.54% Reduced
181
Fidelity International
Fidelity International
Bermuda
$56.1M +$12.7M 1 0.17% Increased
182
Saturna Capital
Saturna Capital
Washington
$55.7M $0 1 1.82% Maintained
183
Ruffer LLP
Ruffer LLP
United Kingdom
$55.1M +$7.5M 1 3.29% Increased
184
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$55M $0 1 3.05% Maintained
185
Nordea Investment Management
Nordea Investment Management
Sweden
$54.7M +$6.03M 1 0.14% Increased
186
VanEck Associates
VanEck Associates
New York
$54.1M +$16.8M 1 0.25% Increased
187
CIBC World Markets
CIBC World Markets
New York
$53.4M +$20.1M 1 1.02% Increased
188
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$53.1M -$243K 1 0.39% Reduced
189
CI Investments Inc
CI Investments Inc
Ontario, Canada
$52.5M +$34M 1 0.57% Increased
190
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$52.5M +$2.23M 2 0.71% Increased
191
AIG
American International Group
New York
$52.4M +$1.11M 2 0.21% Increased
192
Natixis
Natixis
France
$50.4M +$13.1M 1 0.58% Increased
193
PAM
Private Asset Management
California
$50.4M -$426K 1 8.43% Reduced
194
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$49M +$13.1K 1 4.89% Increased
195
Första AP-fonden
Första AP-fonden
Sweden
$48.5M -$29.6M 1 1.35% Reduced
196
River Road Asset Management
River Road Asset Management
Kentucky
$47.9M +$607K 1 0.99% Increased
197
Seizert Capital Partners
Seizert Capital Partners
Michigan
$47.4M -$9.77M 1 1.76% Reduced
198
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$47.2M +$148K 1 0.46% Increased
199
Nomura Asset Management
Nomura Asset Management
Japan
$47M +$7.21M 1 0.84% Increased
200
Pinnacle Associates
Pinnacle Associates
New York
$46M -$1.16M 2 0.92% Reduced