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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
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$71M -$14.9M 1 1.23% Reduced
177
STRS Ohio
STRS Ohio
Ohio
$69.5M +$9.16M 2 0.29% Increased
178
Balyasny Asset Management
Balyasny Asset Management
Illinois
$69.1M +$51.9M 2 0.13% Increased
179
Los Angeles Capital Management
Los Angeles Capital Management
California
$68.7M +$52.9M 1 0.26% Increased
180
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$68.2M +$1.78M 1 0.64% Increased
181
Rockefeller Capital Management
Rockefeller Capital Management
New York
$68.1M +$20.9M 1 0.23% Increased
182
ARGA Investment Management
ARGA Investment Management
Connecticut
$68.1M +$5.21M 1 2.36% Increased
183
Natixis
Natixis
France
$67.9M -$46M 2 0.49% Reduced
184
Panagora Asset Management
Panagora Asset Management
Massachusetts
$67.4M -$59.5M 1 0.38% Reduced
185
Todd Asset Management
Todd Asset Management
Kentucky
$67.3M +$3.15M 1 1.48% Increased
186
Asset Management One
Asset Management One
Japan
$66.5M -$1.95M 2 0.27% Reduced
187
Alyeska Investment Group
Alyeska Investment Group
Illinois
$66.5M +$57M 1 0.44% New
188
Zacks Investment Management
Zacks Investment Management
Illinois
$65.3M -$2.33M 1 0.81% Reduced
189
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$64.8M -$648K 1 0.64% Reduced
190
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$64.6M +$6.76M 1 0.1% Increased
191
Royal London Asset Management
Royal London Asset Management
United Kingdom
$64.5M +$1.48M 1 0.18% Increased
192
CIBC World Market
CIBC World Market
Ontario, Canada
$64.3M -$4.06M 1 0.16% Reduced
193
Osaic Holdings
Osaic Holdings
Arizona
$64M -$27.8M 3 0.11% Reduced
194
Robeco Schweiz
Robeco Schweiz
Switzerland
$63.9M -$5.33M 2 1.07% Reduced
195
Mariner
Mariner
Kansas
$62.8M +$1.22M 2 0.15% Increased
196
WAM
WT Asset Management
Hong Kong
$62M +$53.1M 1 7.8% New
197
Cincinnati Insurance
Cincinnati Insurance
Ohio
$61.8M $0 1 1.11% Maintained
198
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$61.3M -$2.96M 1 0.2% Reduced
199
Aviva
Aviva
United Kingdom
$61.2M -$947K 1 0.22% Reduced
200
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$61.1M -$1.69M 2 0.3% Reduced