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 |
Natixis
Paris,
France
| $61.1M | -$20M | 2 | 0.5% | Reduced |
|
| 177 |
Zurich Cantonal Bank
Zurich,
Switzerland
| $60.9M | +$2.86M | 2 | 0.27% | Increased |
|
| 178 |
Osaic Holdings
Scottsdale,
Arizona
| $60.8M | +$1.52M | 3 | 0.11% | Increased |
|
| 179 |
CIBC World Market
Toronto,
Ontario, Canada
| $60.1M | -$17.1M | 1 | 0.19% | Reduced |
|
| 180 |
United Capital Financial Advisors
Irving,
Texas
| $59.7M | -$1.09M | 1 | 0.33% | Reduced |
|
| 181 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| $58.3M | -$8.71M | 1 | 0.15% | Reduced |
|
| 182 |
CC
Capital Counsel
New York
| $57.8M | +$5.28M | 1 | 3.19% | Increased |
|
| 183 |
Walleye Capital
New York
| $57.1M | +$52.6M | 2 | 0.21% | Increased |
|
| 184 |
Asset Management One
Tokyo,
Japan
| $56.8M | +$654K | 1 | 0.24% | Increased |
|
| 185 |
Aviva
London,
United Kingdom
| $56M | -$432K | 1 | 0.23% | Reduced |
|
| 186 |
GAMH
Greenwoods Asset Management (HK)
Hong Kong
| $55.2M | +$53.3M | 1 | 2.67% | New |
|
| 187 |
Cullen Capital Management
New York
| $55M | +$20.3M | 1 | 0.49% | Increased |
|
| 188 |
American Century Companies
Kansas City,
Missouri
| $53.8M | -$14.1M | 1 | 0.04% | Reduced |
|
| 189 |
D.A. Davidson & Co
Great Falls,
Montana
| $52.9M | +$479K | 1 | 0.56% | Increased |
|
| 190 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $52.4M | -$1.34M | 2 | 0.18% | Reduced |
|
| 191 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $52.1M | -$1.38M | 1 | 0.04% | Reduced |
|
| 192 |
CCM
Compass Capital Management
Minneapolis,
Minnesota
| $52.1M | +$4.88M | 1 | 3.75% | Increased |
|
| 193 |
Handelsbanken Fonder
Stockholm,
Sweden
| $52M | -$6.57M | 2 | 0.28% | Reduced |
|
| 194 |
Fifth Third Bancorp
Cincinnati,
Ohio
| $51.2M | -$2.62M | 1 | 0.23% | Reduced |
|
| 195 |
Beck Mack & Oliver
New York
| $51.1M | +$35.6K | 1 | 1.34% | Increased |
|
| 196 |
Mariner
Overland Park,
Kansas
| $51M | -$12.4M | 2 | 0.14% | Reduced |
|
| 197 |
Cincinnati Insurance
Fairfield,
Ohio
| $50.9M | $0 | 1 | 0.97% | Maintained |
|
| 198 |
Select Equity Group
New York
| $50.8M | -$4.31M | 1 | 0.19% | Reduced |
|
| 199 |
Two Sigma Advisers
New York
| $50.7M | +$21.5M | 2 | 0.13% | Increased |
|
| 200 |
Todd Asset Management
Louisville,
Kentucky
| $50.4M | -$2.11M | 1 | 1.17% | Reduced |
|