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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
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$77.6M +$9.85M 2 0.3% Increased
177
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$77M +$81.9M 2 0.36% New
178
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$76.8M +$12.1M 2 0.3% Increased
179
Panagora Asset Management
Panagora Asset Management
Massachusetts
$76M +$12.9M 1 0.35% Increased
180
Royal London Asset Management
Royal London Asset Management
United Kingdom
$76M +$1.48M 1 0.19% Increased
181
Mariner
Mariner
Kansas
$75.7M -$796K 2 0.13% Reduced
182
Glenmede Trust
Glenmede Trust
Pennsylvania
$74.2M -$541K 1 0.38% Reduced
183
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$71.1M +$4.95M 1 0.42% Increased
184
Asset Management One
Asset Management One
Japan
$70.5M +$387K 2 0.24% Increased
185
Todd Asset Management
Todd Asset Management
Kentucky
$70M +$12.9M 1 1.68% Increased
186
Advisors Capital Management
Advisors Capital Management
New Jersey
$68.5M +$2.28M 1 1.08% Increased
187
ORIO
Old Republic International (ORI)
Illinois
$67.9M $0 1 2.67% Maintained
188
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$67.8M +$1.51M 1 0.46% Increased
189
Cullen Capital Management
Cullen Capital Management
New York
$67.7M -$8.29M 1 0.79% Reduced
190
Creative Planning
Creative Planning
Kansas
$67.4M +$4.6M 2 0.07% Increased
191
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$67.4M -$2.64M 2 1.34% Reduced
192
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$67.4M +$2.7M 2 0.55% Increased
193
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$67.1M +$20.7M 1 0.71% Increased
194
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$66.2M +$9.72M 1 0.58% Increased
195
VOYA Investment Management
VOYA Investment Management
Georgia
$66M -$5.04M 2 0.07% Reduced
196
Acadian Asset Management
Acadian Asset Management
Massachusetts
$65.8M -$61.1M 2 0.19% Reduced
197
Cincinnati Insurance
Cincinnati Insurance
Ohio
$65.7M $0 1 1.16% Maintained
198
DZ Bank
DZ Bank
Germany
$65.2M -$31.6M 1 0.07% Reduced
199
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$65.1M -$679K 2 0.26% Reduced
200
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$65.1M -$2.33M 1 0.24% Reduced