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 |
Aberdeen Group
Edinburgh,
United Kingdom
| $67.7M | -$1.56M | 1 | 0.15% | Reduced |
|
| 177 |
Beck Mack & Oliver
New York
| $66.4M | -$1.79M | 1 | 1.77% | Reduced |
|
| 178 |
AIG
American International Group
New York
| $65.7M | -$2.95M | 2 | 0.22% | Reduced |
|
| 179 |
Smead Capital Management
Phoenix,
Arizona
| $64.4M | +$6.55M | 1 | 2.25% | Increased |
|
| 180 |
Todd Asset Management
Louisville,
Kentucky
| $64M | +$17.1M | 1 | 1.44% | Increased |
|
| 181 |
Handelsbanken Fonder
Stockholm,
Sweden
| $63M | -$11.2M | 2 | 0.33% | Reduced |
|
| 182 |
Nisa Investment Advisors
St. Louis,
Missouri
| $62.6M | +$716K | 2 | 0.39% | Increased |
|
| 183 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $61.4M | -$73.7K | 2 | 0.03% | Reduced |
|
| 184 |
Federated Hermes
Pittsburgh,
Pennsylvania
| $61.1M | -$187K | 2 | 0.11% | Reduced |
|
| 185 |
Cincinnati Insurance
Fairfield,
Ohio
| $61.1M | $0 | 1 | 1.23% | Maintained |
|
| 186 |
Ensign Peak Advisors
Salt Lake City,
Utah
| $60.8M | -$14.8M | 1 | 0.12% | Reduced |
|
| 187 |
R.M. Davis Inc
Portland,
Maine
| $60.6M | +$1.97M | 1 | 1.52% | Increased |
|
| 188 |
Nomura Holdings
Tokyo,
Japan
| $60.4M | +$3.74M | 1 | 0.15% | Increased |
|
| 189 |
RCW
Rheos Capital Works
Tokyo,
Japan
| $59.4M | $0 | 1 | 3% | Maintained |
|
| 190 |
Pinnacle Associates
New York
| $59M | -$566K | 2 | 1.07% | Reduced |
|
| 191 |
Royal London Asset Management
United Kingdom
| $58.5M | -$2.22M | 1 | 0.24% | Reduced |
|
| 192 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| $58.5M | -$1.28M | 1 | 0.88% | Reduced |
|
| 193 |
Robeco Schweiz
Zurich,
Switzerland
| $58.3M | +$3.78M | 1 | 0.81% | Increased |
|
| 194 |
Swedbank
Stockholm,
Sweden
| $57.3M | +$23.3M | 1 | 0.11% | Increased |
|
| 195 |
CF
Cypress Funds
Los Angeles,
California
| $57.2M | $0 | 1 | 4.75% | Maintained |
|
| 196 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $56.9M | -$345K | 2 | 0.25% | Reduced |
|
| 197 |
Quadrature Capital
London,
United Kingdom
| $56.6M | +$31.8M | 2 | 2.15% | Increased |
|
| 198 |
OA
Oak Associates
Akron,
Ohio
| $56.4M | -$154K | 2 | 3.19% | Reduced |
|
| 199 |
CC
Cannell & Co
New York
| $56.3M | -$2.26M | 1 | 1.68% | Reduced |
|
| 200 |
Artemis Investment Management
Edinburgh,
United Kingdom
| $56.1M | +$36.2M | 1 | 0.48% | Increased |
|