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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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$56M +$1.09M 2 0.31% Increased
202
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$56M -$111K 1 0.57% Reduced
203
OPFM
Optimus Prime Fund Management
Cayman Islands
$55.7M $0 1 3.78% Maintained
204
Conning Inc
Conning Inc
Connecticut
$55.3M +$3.3M 1 1.6% Increased
205
Osaic Holdings
Osaic Holdings
Arizona
$55M +$1.64M 2 0.12% Increased
206
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$54.6M -$96.1M 3 0.37% Reduced
207
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$54.3M +$23.9M 1 0.39% Increased
208
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$53.6M +$42.8M 2 0.51% Increased
209
CCM
Compass Capital Management
Minnesota
$52.7M +$3.14M 1 4.03% Increased
210
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$52.7M +$958K 1 0.62% Increased
211
Fisher Asset Management
Fisher Asset Management
Washington
$52.1M +$3.35M 1 0.03% Increased
212
Nomura Asset Management
Nomura Asset Management
Japan
$52.1M +$4.53M 1 0.3% Increased
213
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$51.5M -$3.23M 2 0.29% Reduced
214
DP
Dearborn Partners
Illinois
$51.3M +$15.4K 1 2.06% Increased
215
Vident Investment Advisory
Vident Investment Advisory
Georgia
$51.2M +$2.96M 2 1.56% Increased
216
Manning & Napier Group
Manning & Napier Group
New York
$50.7M +$10.2M 1 0.42% Increased
217
KSCM
King Street Capital Management
New York
$50M $0 1 4.11% Maintained
218
Vaughan David Investments
Vaughan David Investments
Illinois
$49.7M +$292K 1 1.55% Increased
219
SIG
Senator Investment Group
New York
$49.3M $0 1 0.94% Maintained
220
Tocqueville Asset Management
Tocqueville Asset Management
New York
$48.9M -$528K 1 0.71% Reduced
221
Arizona State Retirement System
Arizona State Retirement System
Arizona
$46.5M -$111K 2 0.38% Reduced
222
M&G Investment Management
M&G Investment Management
United Kingdom
$46.3M +$43.3M 1 0.11% Increased
223
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$45.8M -$3.62M 1 0.17% Reduced
224
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$45.6M -$2.01M 1 0.42% Reduced
225
MC
Montag & Caldwell
Georgia
$44.4M -$2.61M 1 4% Reduced