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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
Regions Financial Corp
Regions Financial Corp
Alabama
$86M +$4.71M 1 0.62% Increased
177
Mariner
Mariner
Kansas
$84.5M +$3.05M 2 0.15% Increased
178
Cullen Capital Management
Cullen Capital Management
New York
$83.6M +$85.4M 1 0.91% Increased
179
MIS
Morningstar Investment Services
Illinois
$83M +$16.2M 1 0.85% Increased
180
Macquarie Group
Macquarie Group
Australia
$82.7M -$19.1M 1 0.09% Reduced
181
Glenmede Trust
Glenmede Trust
Pennsylvania
$82.6M +$610K 1 0.4% Increased
182
Royal London Asset Management
Royal London Asset Management
United Kingdom
$82.6M +$2.26M 1 0.2% Increased
183
Allspring Global Investments
Allspring Global Investments
North Carolina
$82.1M +$16.6M 1 0.13% Increased
184
AMF Tjänstepension
AMF Tjänstepension
Sweden
$80.3M -$74.1M 1 0.57% Reduced
185
Axiom Advisory
Axiom Advisory
California
$78.7M +$40.1M 1 0.74% Increased
186
Brown Advisory
Brown Advisory
Maryland
$78.4M +$5.11M 1 0.1% Increased
187
Antipodes Partners
Antipodes Partners
Australia
$78.3M -$6.94M 1 2.71% Reduced
188
VOYA Investment Management
VOYA Investment Management
Georgia
$78M -$13.2M 2 0.08% Reduced
189
Asset Management One
Asset Management One
Japan
$75.7M +$253K 1 0.27% Increased
190
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$75.3M +$2.24M 2 0.3% Increased
191
ORIO
Old Republic International (ORI)
Illinois
$75.1M $0 1 2.82% Maintained
192
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$74.5M -$2.41M 1 0.27% Reduced
193
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$73.6M -$13.4M 1 0.45% Reduced
194
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$73.5M -$1.64M 1 0.52% Reduced
195
Advisors Capital Management
Advisors Capital Management
New Jersey
$73.4M +$1.23M 1 1.19% Increased
196
Cincinnati Insurance
Cincinnati Insurance
Ohio
$72.7M $0 1 1.22% Maintained
197
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$72.4M +$9.98M 2 0.43% Increased
198
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$71.9M +$50K 2 0.3% Increased
199
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$71.4M +$983K 1 0.59% Increased
200
CIBC World Market
CIBC World Market
Ontario, Canada
$71.3M -$3.91M 1 0.15% Reduced