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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
SCM
Snow Capital Management
Pennsylvania
$52.8M -$6.78M 1 2.38% Reduced
177
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$52.3M $0 1 2.86% Maintained
178
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$50.8M -$38.7M 2 0.24% Reduced
179
CI Investments Inc
CI Investments Inc
Ontario, Canada
$50.3M +$403K 1 0.55% Increased
180
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$49.7M +$19.4M 1 1.99% Increased
181
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$48.9M -$1.72M 1 0.35% Reduced
182
Pzena Investment Management
Pzena Investment Management
New York
$48.5M -$9.36M 1 0.28% Reduced
183
PAM
Private Asset Management
California
$47.1M -$866K 1 7.86% Reduced
184
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$47.1M +$425K 1 4.52% Increased
185
AIG
American International Group
New York
$47M -$2.64M 2 0.18% Reduced
186
Coatue Management
Coatue Management
New York
$46.9M +$3.61M 1 0.56% Increased
187
Eagle Asset Management
Eagle Asset Management
Florida
$46.6M +$49.3M 2 0.31% Increased
188
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$46M -$3.72M 2 0.63% Reduced
189
TCM
Tetrem Capital Management
Manitoba, Canada
$45.8M +$11.9M 1 1.83% Increased
190
Seizert Capital Partners
Seizert Capital Partners
Michigan
$44M -$1.18M 1 1.56% Reduced
191
Envestnet Asset Management
Envestnet Asset Management
Illinois
$44M +$1.89M 2 0.16% Increased
192
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$44M +$6.51M 2 0.35% Increased
193
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$43.9M +$5.86M 1 0.38% Increased
194
HP
Holowesko Partners
Bahamas
$42.8M $0 1 2.99% Maintained
195
Truist Financial
Truist Financial
North Carolina
$42.6M -$405K 1 0.87% Reduced
196
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$42.3M +$22.7M 1 0.88% Increased
197
Foresters Investment Management
Foresters Investment Management
New York
$42.3M +$3.2M 1 0.75% Increased
198
Aperio Group
Aperio Group
California
$42.1M -$469K 2 0.32% Reduced
199
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$42.1M -$2.92M 1 0.41% Reduced
200
Glenmede Trust
Glenmede Trust
Pennsylvania
$41.7M -$49.6K 2 0.23% Reduced