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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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$81.7M -$3.24M 1 0.3% Reduced
177
RAM
RWC Asset Management
United Kingdom
$79.7M -$21M 1 5% Reduced
178
Los Angeles Capital Management
Los Angeles Capital Management
California
$78.4M -$1.89M 1 0.27% Reduced
179
Panagora Asset Management
Panagora Asset Management
Massachusetts
$77.6M -$1.2M 1 0.4% Reduced
180
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$77.4M +$70.7M 1 0.74% New
181
Mariner
Mariner
Kansas
$77M +$3.26M 2 0.16% Increased
182
Royal London Asset Management
Royal London Asset Management
United Kingdom
$77M +$1.38M 1 0.19% Increased
183
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$76.5M -$11.7M 1 0.56% Reduced
184
UIA
UG Investment Advisers
Taiwan
$76.1M -$67.1M 1 25.23% Reduced
185
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$75.6M +$3.97M 2 0.33% Increased
186
ORIO
Old Republic International (ORI)
Illinois
$75.5M -$28M 1 2.97% Reduced
187
Glenmede Trust
Glenmede Trust
Pennsylvania
$74.7M +$38.4M 1 0.37% Increased
188
Asset Management One
Asset Management One
Japan
$74.3M -$2.65M 1 0.29% Reduced
189
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$73.9M +$2.52M 1 0.29% Increased
190
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$73.8M +$1.9M 2 0.22% Increased
191
Cerity Partners
Cerity Partners
New York
$73.7M +$25.8M 2 0.19% Increased
192
CIBC World Market
CIBC World Market
Ontario, Canada
$73.7M -$1.47M 1 0.17% Reduced
193
Rockefeller Capital Management
Rockefeller Capital Management
New York
$73.5M -$5.7M 1 0.21% Reduced
194
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$73.2M -$2.45M 1 0.66% Reduced
195
Cincinnati Insurance
Cincinnati Insurance
Ohio
$72.4M $0 1 1.19% Maintained
196
Advisors Capital Management
Advisors Capital Management
New Jersey
$72.3M +$3.22M 1 1.32% Increased
197
ARGA Investment Management
ARGA Investment Management
Connecticut
$72.1M -$6.92M 1 2.42% Reduced
198
Todd Asset Management
Todd Asset Management
Kentucky
$71M -$7.09M 1 1.45% Reduced
199
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$70.6M -$8.41M 1 0.63% Reduced
200
Aviva
Aviva
United Kingdom
$70.4M -$1.07M 1 0.23% Reduced