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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
Glenmede Trust
Glenmede Trust
Pennsylvania
$28.9M $0 1 0.14% Maintained
202
Bartlett & Co
Bartlett & Co
Ohio
$28.7M -$314K 1 1.29% Reduced
203
Antipodes Partners
Antipodes Partners
Australia
$28.4M +$28.7M 1 3.74% New
204
Zacks Investment Management
Zacks Investment Management
Illinois
$28M +$633K 1 0.69% Increased
205
SAM
Shell Asset Management
Netherlands
$28M -$903K 2 0.6% Reduced
206
Putnam Investments
Putnam Investments
Massachusetts
$28M -$37.9M 1 0.07% Reduced
207
PDM
Penn Davis McFarland
Texas
$27.7M -$135K 1 8.23% Reduced
208
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$27.5M +$6.82M 2 0.37% Increased
209
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$26.8M +$17.7M 1 0.05% Increased
210
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$26.8M -$217K 1 0.14% Reduced
211
Advisors Capital Management
Advisors Capital Management
New Jersey
$26.7M +$2.94M 1 2.18% Increased
212
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$26.6M +$1.8M 2 0.17% Increased
213
Arizona State Retirement System
Arizona State Retirement System
Arizona
$26.6M -$383K 1 0.37% Reduced
214
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$26.3M -$474K 1 0.23% Reduced
215
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$25.3M +$39.1K 1 0.36% Increased
216
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$25.2M -$2.48M 2 0.59% Reduced
217
BB&T Securities
BB&T Securities
Virginia
$25.1M -$29.6M 1 0.36% Reduced
218
DP
Dearborn Partners
Illinois
$24.9M -$2.02M 1 1.84% Reduced
219
SG Americas Securities
SG Americas Securities
New York
$24.8M +$1.91M 2 0.22% Increased
220
CIBC World Market
CIBC World Market
Ontario, Canada
$23.9M +$13.7M 1 0.1% Increased
221
Cincinnati Insurance
Cincinnati Insurance
Ohio
$23.6M $0 1 0.73% Maintained
222
GP
GLG Partners
United Kingdom
$23.5M +$23.7M 1 1.3% New
223
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$23.2M +$170K 1 2.19% Increased
224
Profund Advisors
Profund Advisors
Maryland
$23.1M +$3.04M 1 1.05% Increased
225
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$23.1M -$3.04M 1 0.65% Reduced