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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
APG Asset Management
APG Asset Management
Netherlands
$35M -$2.9M 1 0.06% Reduced
177
SoftBank Group
SoftBank Group
Japan
$34.7M $0 1 0.19% Maintained
178
MPMG
Minneapolis Portfolio Management Group
Minnesota
$34.6M +$18.7M 1 4.56% Increased
179
Royal London Asset Management
Royal London Asset Management
United Kingdom
$34.4M +$34.2M 1 0.35% New
180
Advisors Capital Management
Advisors Capital Management
New Jersey
$34.3M +$2.26M 1 2.36% Increased
181
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$34.3M +$21.3M 1 0.35% Increased
182
Första AP-fonden
Första AP-fonden
Sweden
$34M -$1.6M 1 1.28% Reduced
183
Man Group
Man Group
United Kingdom
$33.5M +$23.4M 2 0.14% Increased
184
Jennison Associates
Jennison Associates
New York
$33.4M -$54.2M 1 0.03% Reduced
185
KBC Group
KBC Group
Belgium
$33.1M -$1.65M 1 0.29% Reduced
186
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$32.1M +$32M 1 1.23% New
187
Swiss Life Asset Management
Swiss Life Asset Management
$31.3M +$1.65M 1 0.47% Increased
188
Tocqueville Asset Management
Tocqueville Asset Management
New York
$30.9M +$386K 1 0.39% Increased
189
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$30.8M +$2.22M 1 0.71% Increased
190
AGA
Altrinsic Global Advisors
Connecticut
$29.8M +$903K 1 1.18% Increased
191
Zacks Investment Management
Zacks Investment Management
Illinois
$29.7M +$263K 1 0.65% Increased
192
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$29.7M -$12.8M 2 0.2% Reduced
193
HighTower Advisors
HighTower Advisors
Illinois
$29.1M +$1.26M 1 0.23% Increased
194
Korea Investment Corp
Korea Investment Corp
South Korea
$29.1M -$17M 1 0.13% Reduced
195
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$28.8M +$2.05M 1 0.48% Increased
196
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$28.5M +$335K 2 0.29% Increased
197
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$28.5M -$8.11M 1 0.25% Reduced
198
Capital Guardian Trust
Capital Guardian Trust
California
$28M -$2M 1 0.4% Reduced
199
Aberdeen Group
Aberdeen Group
United Kingdom
$27.9M +$4.56M 1 0.05% Increased
200
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$27.2M +$940K 2 0.14% Increased