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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
Fisher Asset Management
Fisher Asset Management
Washington
$55.3M -$1.76M 1 0.04% Reduced
177
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$55.1M -$9.89M 1 0.46% Reduced
178
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$53.4M +$9.34M 1 0.16% Increased
179
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$53M +$5.31M 2 0.38% Increased
180
ING Group
ING Group
Netherlands
$52.6M -$1.94M 1 0.88% Reduced
181
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$52.5M +$7.08M 1 0.6% Increased
182
Osaic Holdings
Osaic Holdings
Arizona
$52.3M +$3.12M 2 0.12% Increased
183
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$52.2M -$14.7M 2 0.35% Reduced
184
PAM
Private Asset Management
California
$52.1M -$2.02M 1 9.21% Reduced
185
AssetMark Inc
AssetMark Inc
California
$51.9M +$59.3M 1 0.24% Increased
186
Nomura Asset Management
Nomura Asset Management
Japan
$51.2M +$8M 1 0.33% Increased
187
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$50.9M +$61.9M 1 0.83% New
188
Todd Asset Management
Todd Asset Management
Kentucky
$50.1M -$987K 1 1.4% Reduced
189
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$50M -$13.5M 2 0.21% Reduced
190
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$49.3M +$1.33M 1 0.65% Increased
191
Beck Mack & Oliver
Beck Mack & Oliver
New York
$49.2M -$638K 1 1.59% Reduced
192
Cincinnati Insurance
Cincinnati Insurance
Ohio
$48.3M $0 1 1.11% Maintained
193
AIG
American International Group
New York
$48M -$860K 2 0.35% Reduced
194
RAM
RWC Asset Management
United Kingdom
$47.8M +$3.31M 1 1.61% Increased
195
TB
Terril Brothers
Missouri
$47.8M $0 1 14.48% Maintained
196
Wedge Capital Management
Wedge Capital Management
North Carolina
$47.6M +$13.9M 1 0.81% Increased
197
R.M. Davis Inc
R.M. Davis Inc
Maine
$47.4M -$1.49M 1 1.37% Reduced
198
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$46.8M -$17.5M 2 0.12% Reduced
199
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$45.8M +$2.49M 2 0.27% Increased
200
Westfield Capital Management
Westfield Capital Management
Massachusetts
$45M -$31.8M 1 0.36% Reduced