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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
D.E. Shaw & Co
D.E. Shaw & Co
New York
$33.9M -$824M 2 0.04% Reduced
177
Fisher Asset Management
Fisher Asset Management
Washington
$33.4M -$23.2M 1 0.04% Reduced
178
Balyasny Asset Management
Balyasny Asset Management
Illinois
$33.2M -$16.9M 2 0.21% Reduced
179
Swiss Life Asset Management
Swiss Life Asset Management
$32.8M -$5.76M 1 0.4% Reduced
180
T
TOBAM
France
$32.7M +$31.5M 1 1.82% New
181
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$32.6M -$10.2M 1 0.12% Reduced
182
Cincinnati Insurance
Cincinnati Insurance
Ohio
$32.5M $0 1 0.87% Maintained
183
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$32.3M -$3.27M 2 0.14% Reduced
184
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$32.2M +$4.88M 1 0.39% Increased
185
CCM
Compass Capital Management
Minnesota
$32M -$4.92M 1 3.81% Reduced
186
PR
Payden & Rygel
California
$31.8M +$73.2K 1 2.18% Increased
187
DP
Dearborn Partners
Illinois
$31.8M +$917K 1 1.94% Increased
188
OA
Oak Associates
Ohio
$31.4M +$7.25K 1 1.96% Increased
189
CF
Cypress Funds
California
$31.2M +$30M 1 4.91% New
190
WC
Wexford Capital
Florida
$31.1M +$29.9M 1 3.61% New
191
Glenmede Trust
Glenmede Trust
Pennsylvania
$30.7M -$995K 1 0.13% Reduced
192
TCW Group
TCW Group
California
$30.6M +$3.38M 1 0.33% Increased
193
Erste Asset Management
Erste Asset Management
Austria
$30M -$3.35M 1 1.59% Reduced
194
IAM
Impala Asset Management
Florida
$29.7M +$16.4M 1 1.34% Increased
195
Vident Investment Advisory
Vident Investment Advisory
Georgia
$29.7M -$4.01M 2 2.39% Reduced
196
RNC Capital Management
RNC Capital Management
California
$28.8M -$23.3M 1 2% Reduced
197
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$28.7M +$7.32M 2 0.24% Increased
198
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$28M -$3.6M 2 0.43% Reduced
199
HighTower Advisors
HighTower Advisors
Illinois
$27.9M -$5.43M 1 0.17% Reduced
200
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$27.9M +$4.82M 1 0.24% Increased