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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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$48.6M +$2.33M 1 0.33% Increased
202
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$48.3M -$2.97M 1 0.68% Reduced
203
Calamos Advisors
Calamos Advisors
Illinois
$48.3M +$1.15M 1 0.21% Increased
204
Penserra Capital Management
Penserra Capital Management
California
$48M -$409K 2 1.31% Reduced
205
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$47.5M +$2.95M 1 0.54% Increased
206
CCM
Compass Capital Management
Minnesota
$47.2M +$2.28M 1 3.87% Increased
207
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$47.2M +$1.19M 2 0.41% Increased
208
OA
Oak Associates
Ohio
$46.8M -$622K 2 3.66% Reduced
209
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$46.3M -$6.65M 1 0.52% Reduced
210
MetLife Investment Management
MetLife Investment Management
New Jersey
$45.6M -$1.29M 2 0.35% Reduced
211
Creative Planning
Creative Planning
Kansas
$45.5M +$5.77M 1 0.07% Increased
212
DP
Dearborn Partners
Illinois
$45.5M -$327K 1 1.92% Reduced
213
NSLI
Nan Shan Life Insurance
Taiwan
$45.1M +$10.7M 1 0.95% Increased
214
Twin Tree Management
Twin Tree Management
Texas
$44.9M +$14.7M 1 0.07% Increased
215
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$44.6M +$11.3M 2 1.34% Increased
216
TCM
Tybourne Capital Management
Hong Kong
$44.3M $0 1 3.2% Maintained
217
CF
Cypress Funds
California
$44.1M $0 1 6.93% Maintained
218
Vaughan David Investments
Vaughan David Investments
Illinois
$44.1M +$1.02M 1 1.41% Increased
219
Commerce Bank
Commerce Bank
Missouri
$44.1M -$3.23M 1 0.36% Reduced
220
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$43.4M -$585K 1 0.07% Reduced
221
Saturna Capital
Saturna Capital
Washington
$42.7M -$14M 1 1.01% Reduced
222
River Road Asset Management
River Road Asset Management
Kentucky
$41.9M -$41.7M 1 0.59% Reduced
223
Wedge Capital Management
Wedge Capital Management
North Carolina
$41M +$43.3M 1 0.65% Increased
224
Conning Inc
Conning Inc
Connecticut
$40.9M +$5.63M 1 1.22% Increased
225
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$40.7M +$4.51M 2 0.04% Increased