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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
201
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$65.1M -$12.3M 1 0.23% Reduced
202
Acadian Asset Management
Acadian Asset Management
Massachusetts
$65M +$21.3M 1 0.31% Increased
203
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$64M -$5.2M 1 1.41% Reduced
204
AIG
American International Group
New York
$63.2M +$129K 2 0.28% Increased
205
Congress Asset Management
Congress Asset Management
Massachusetts
$62.5M -$2.16M 1 1.6% Reduced
206
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$62.4M -$25.4M 2 0.02% Reduced
207
Saturna Capital
Saturna Capital
Washington
$62.3M +$12.4K 1 1.67% Increased
208
NAM
NorthCoast Asset Management
Connecticut
$61.5M +$61.9M 1 3.04% Increased
209
SC
Stralem & Co
New York
$60.6M -$10.7M 1 2.44% Reduced
210
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$60M $0 1 3.94% Maintained
211
AQR Capital Management
AQR Capital Management
Connecticut
$59.7M -$3.21M 1 0.16% Reduced
212
CEP
Chicago Equity Partners
Illinois
$59.4M +$26.2M 1 1.56% Increased
213
Citigroup
Citigroup
New York
$59.2M -$204M 3 0.05% Reduced
214
Winton Group
Winton Group
United Kingdom
$58.7M +$19.1M 1 0.42% Increased
215
Capital Guardian Trust
Capital Guardian Trust
California
$57.9M -$4.11M 1 0.41% Reduced
216
PAM
Private Asset Management
California
$57.7M -$222K 1 9.24% Reduced
217
ProShare Advisors
ProShare Advisors
Maryland
$57.5M +$6.17M 2 0.76% Increased
218
Korea Investment Corp
Korea Investment Corp
South Korea
$57.4M -$16.5M 1 0.47% Reduced
219
PDM
Penn Davis McFarland
Texas
$57.3M -$577K 1 12.47% Reduced
220
Regions Financial Corp
Regions Financial Corp
Alabama
$57.3M -$2.72M 1 0.71% Reduced
221
Sentry Investments
Sentry Investments
Ontario, Canada
$56.5M $0 1 0.71% Maintained
222
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$56M +$9.75M 1 0.41% Increased
223
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$54.6M +$474K 1 0.43% Increased
224
MVIP
Mar Vista Investment Partners
California
$53.2M -$906K 1 3.26% Reduced
225
Suntrust Banks
Suntrust Banks
Georgia
$53.1M -$8.94M 1 0.37% Reduced