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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
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$37.5M +$1.43M 1 0.66% Increased
177
ProShare Advisors
ProShare Advisors
Maryland
$37.1M +$4.52M 1 0.37% Increased
178
Los Angeles Capital Management
Los Angeles Capital Management
California
$36.6M -$105M 1 0.23% Reduced
179
Pinnacle Associates
Pinnacle Associates
New York
$36.3M -$1.39M 2 0.7% Reduced
180
Truist Financial
Truist Financial
North Carolina
$36.2M -$1.06M 1 0.72% Reduced
181
RNC Capital Management
RNC Capital Management
California
$36.1M +$1.61M 1 2.8% Increased
182
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.9M -$835K 2 0.1% Reduced
183
ORIO
Old Republic International (ORI)
Illinois
$35.7M +$4.64M 1 1.16% Increased
184
Första AP-fonden
Första AP-fonden
Sweden
$35.4M -$4.31M 1 0.99% Reduced
185
Aperio Group
Aperio Group
California
$34.7M +$1.19M 1 0.21% Increased
186
SoftBank Group
SoftBank Group
Japan
$34.1M $0 1 0.11% Maintained
187
Conning Inc
Conning Inc
Connecticut
$34.1M +$538K 1 1.24% Increased
188
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$33.9M +$2.01M 1 0.77% Increased
189
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$33.8M +$1.39M 1 0.4% Increased
190
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$33.6M -$1.63M 1 0.25% Reduced
191
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$33M +$10.9M 1 0.68% Increased
192
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$32.8M -$4.99M 1 0.29% Reduced
193
Foresters Investment Management
Foresters Investment Management
New York
$32.6M -$2.38M 1 0.55% Reduced
194
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$31.8M -$2.4M 1 0.25% Reduced
195
CIBC World Markets
CIBC World Markets
New York
$30.8M +$13.8M 1 0.33% Increased
196
TPCM
Tide Point Capital Management
Connecticut
$30.6M -$2.46M 1 1.74% Reduced
197
SEI Investments
SEI Investments
Pennsylvania
$29.7M -$27.6M 2 0.12% Reduced
198
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$29.7M -$3.1M 1 0.63% Reduced
199
VanEck Associates
VanEck Associates
New York
$29.3M -$13.9M 1 0.16% Reduced
200
HM Payson & Co
HM Payson & Co
Maine
$29.1M +$341K 1 1.31% Increased