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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
Pzena Investment Management
Pzena Investment Management
New York
$42.6M +$2.61K 1 0.24% Increased
177
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$42.4M -$623K 1 0.29% Reduced
178
Korea Investment Corp
Korea Investment Corp
South Korea
$42.3M -$32.1M 1 0.21% Reduced
179
PAM
Private Asset Management
California
$42M +$623K 1 6.85% Increased
180
TCM
Tetrem Capital Management
Manitoba, Canada
$42M +$1.67M 1 1.73% Increased
181
AIG
American International Group
New York
$41.9M +$430K 2 0.15% Increased
182
Pinnacle Associates
Pinnacle Associates
New York
$41.9M +$9.39M 2 0.8% Increased
183
Första AP-fonden
Första AP-fonden
Sweden
$41.2M +$8.28M 1 1.32% Increased
184
Tocqueville Asset Management
Tocqueville Asset Management
New York
$40.5M -$8.44M 1 0.49% Reduced
185
Seizert Capital Partners
Seizert Capital Partners
Michigan
$40.2M +$1.58M 1 1.43% Increased
186
Becker Capital Management
Becker Capital Management
Oregon
$39.6M +$9.35M 1 1.44% Increased
187
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$39.1M +$2.15M 1 0.36% Increased
188
Truist Financial
Truist Financial
North Carolina
$38.7M +$1.21M 1 0.78% Increased
189
Envestnet Asset Management
Envestnet Asset Management
Illinois
$38.1M -$592K 2 0.12% Reduced
190
Capital Guardian Trust
Capital Guardian Trust
California
$37.8M +$38.1M 1 0.28% Increased
191
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$37.5M +$2.55M 1 0.67% Increased
192
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$37.2M -$29.3K 1 0.73% Reduced
193
TPCM
Tide Point Capital Management
Connecticut
$37M +$10.2M 1 2.16% Increased
194
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$36.5M +$4.01M 1 0.28% Increased
195
Foresters Investment Management
Foresters Investment Management
New York
$36.3M +$69.6K 1 0.64% Increased
196
RNC Capital Management
RNC Capital Management
California
$35.9M +$9.17M 1 2.86% Increased
197
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$35.5M -$3.13M 1 0.28% Reduced
198
SoftBank Group
SoftBank Group
Japan
$35.4M $0 1 0.11% Maintained
199
Conning Inc
Conning Inc
Connecticut
$34.9M +$8.17M 1 1.29% Increased
200
Aperio Group
Aperio Group
California
$34.8M -$2.29M 1 0.24% Reduced