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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
Two Sigma Investments
Two Sigma Investments
New York
$103M +$33M 3 0.23% Increased
177
Wolverine Trading
Wolverine Trading
Illinois
$103M +$82.2M 2 0.11% Increased
178
Capital International Investors
Capital International Investors
California
$101M -$419M 1 0.02% Reduced
179
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$101M +$4.23M 1 0.66% Increased
180
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$101M -$5.09M 1 0.23% Reduced
181
Antipodes Partners
Antipodes Partners
Australia
$99.5M -$16.3M 1 3.61% Reduced
182
RCW
Rheos Capital Works
Japan
$99.5M -$11.9M 1 5.21% Reduced
183
Marshall Wace
Marshall Wace
United Kingdom
$98.6M +$69.7M 2 0.13% Increased
184
Glenmede Trust
Glenmede Trust
Pennsylvania
$96.1M +$7.79M 1 0.49% Increased
185
EQF
Evergreen Quality Fund
Cayman Islands
$95.9M +$91M 1 3.96% New
186
Mariner
Mariner
Kansas
$95.5M +$4.67M 2 0.19% Increased
187
Regions Financial Corp
Regions Financial Corp
Alabama
$95.4M -$1.76M 1 0.73% Reduced
188
Royal London Asset Management
Royal London Asset Management
United Kingdom
$94.2M +$3.38M 1 0.24% Increased
189
Rockefeller Capital Management
Rockefeller Capital Management
New York
$90.7M +$3.98M 1 0.26% Increased
190
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$89.9M +$2.87M 1 0.34% Increased
191
Asset Management One
Asset Management One
Japan
$88.4M +$893K 1 0.34% Increased
192
ORIO
Old Republic International (ORI)
Illinois
$88M -$737K 1 3.58% Reduced
193
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$88M -$1.95M 1 0.64% Reduced
194
CIBC World Market
CIBC World Market
Ontario, Canada
$88M +$1.25M 1 0.2% Increased
195
Panagora Asset Management
Panagora Asset Management
Massachusetts
$87.7M -$3.41M 1 0.44% Reduced
196
Brown Advisory
Brown Advisory
Maryland
$86.1M -$23.7M 1 0.11% Reduced
197
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$85.6M -$3.21M 2 0.37% Reduced
198
Cincinnati Insurance
Cincinnati Insurance
Ohio
$85.1M $0 1 1.41% Maintained
199
Cerity Partners
Cerity Partners
New York
$84.8M -$1.88M 2 0.22% Reduced
200
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$84.7M -$10.8M 1 0.31% Reduced