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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
Saturna Capital
Saturna Capital
Washington
$51.5M -$832K 1 1.44% Reduced
202
AIG
American International Group
New York
$51.4M -$653K 2 0.21% Reduced
203
EC
Eminence Capital
New York
$51.3M $0 1 0.73% Maintained
204
Fred Alger Management
Fred Alger Management
New York
$50.9M -$10.2M 1 0.23% Reduced
205
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$50.6M -$3.05M 1 0.58% Reduced
206
First Trust Advisors
First Trust Advisors
Illinois
$50.4M +$2.51M 2 0.13% Increased
207
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$50.3M $0 1 3.14% Maintained
208
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$49.8M -$7.42M 2 0.43% Reduced
209
Baird Financial Group
Baird Financial Group
Wisconsin
$49.7M +$54.1M 1 0.49% New
210
JCG
JHL Capital Group
Illinois
$48.9M +$53.2M 1 3.65% New
211
CCM
Cadian Capital Management
New York
$48.3M +$41.1M 1 1.42% New
212
VOYA Investment Management
VOYA Investment Management
Georgia
$48.2M -$17.1M 2 0.11% Reduced
213
Natixis Advisors
Natixis Advisors
Massachusetts
$47.2M +$10.7M 1 0.8% Increased
214
PAM
Private Asset Management
California
$47M -$917K 1 7.9% Reduced
215
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$45.4M -$7.22M 2 0.37% Reduced
216
AWM
Ashmore Wealth Management
Delaware
$43.8M -$20.5M 1 0.96% Reduced
217
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$43.5M -$1.16M 2 0.6% Reduced
218
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$43.4M $0 1 0.57% Maintained
219
Calamos Advisors
Calamos Advisors
Illinois
$43.2M -$737K 1 0.27% Reduced
220
ProShare Advisors
ProShare Advisors
Maryland
$43.1M -$13.8M 2 0.6% Reduced
221
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$42.6M +$502K 1 1.17% Increased
222
Ninety One (UK)
Ninety One (UK)
United Kingdom
$42.4M +$216K 1 0.24% Increased
223
Regions Financial Corp
Regions Financial Corp
Alabama
$42.2M -$1.33M 1 0.56% Reduced
224
Congress Asset Management
Congress Asset Management
Massachusetts
$41.6M -$9.4M 1 1.2% Reduced
225
TSU
TD Securities (USA)
New York
$41.3M +$4.6M 1 0.56% Increased