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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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$76.1M +$51K 1 0.38% Increased
177
ING Group
ING Group
Netherlands
$75.9M -$29.7M 1 0.53% Reduced
178
Cullen Capital Management
Cullen Capital Management
New York
$75.8M +$8.58M 1 0.88% Increased
179
Glenmede Trust
Glenmede Trust
Pennsylvania
$74.5M +$342K 1 0.4% Increased
180
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$73.9M +$78.4M 1 0.71% New
181
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$73.6M -$3.96M 2 0.3% Reduced
182
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$73.4M -$43M 2 0.21% Reduced
183
Todd Asset Management
Todd Asset Management
Kentucky
$73M +$3.18M 1 1.72% Increased
184
Asset Management One
Asset Management One
Japan
$72.4M +$3.88M 2 0.25% Increased
185
Creative Planning
Creative Planning
Kansas
$72.4M +$5.62M 2 0.07% Increased
186
VOYA Investment Management
VOYA Investment Management
Georgia
$71.6M +$6.24M 2 0.08% Increased
187
Allspring Global Investments
Allspring Global Investments
North Carolina
$71.1M -$8.67M 1 0.12% Reduced
188
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$70.6M +$11.7M 2 1.21% Increased
189
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$69.9M -$1.26M 1 0.43% Reduced
190
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$69.7M +$3.73M 1 0.63% Increased
191
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$69.6M +$6.23M 1 0.19% Increased
192
Advisors Capital Management
Advisors Capital Management
New Jersey
$69M +$567K 1 1.07% Increased
193
ORIO
Old Republic International (ORI)
Illinois
$67.9M $0 1 2.64% Maintained
194
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$67.4M +$371K 1 0.76% Increased
195
Cincinnati Insurance
Cincinnati Insurance
Ohio
$65.7M $0 1 1.15% Maintained
196
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$65.5M -$1.9M 1 0.53% Reduced
197
Candriam SCA
Candriam SCA
Luxembourg
$65.2M -$28.1M 1 0.41% Reduced
198
Quantinno Capital Management
Quantinno Capital Management
New York
$63.4M +$34.3M 2 0.41% Increased
199
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$63.3M -$4.81M 1 0.49% Reduced
200
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$63M -$2.15M 1 0.24% Reduced