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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
Royal London Asset Management
Royal London Asset Management
United Kingdom
$50M +$2.58M 1 0.16% Increased
202
Bridgewater Associates
Bridgewater Associates
Connecticut
$49.2M +$6.49M 1 0.3% Increased
203
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$48.6M +$1.22M 1 0.07% Increased
204
AIG
American International Group
New York
$48.3M +$485K 2 0.29% Increased
205
Two Sigma Investments
Two Sigma Investments
New York
$48.1M +$30.5M 2 0.12% Increased
206
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$47.3M +$10.2M 1 0.15% Increased
207
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$46.8M +$2.03M 2 0.31% Increased
208
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$46.1M -$22.4M 1 0.07% Reduced
209
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$45.6M +$42.7M 1 0.77% Increased
210
Aberdeen Group
Aberdeen Group
United Kingdom
$45.5M +$524K 1 0.11% Increased
211
Advisors Capital Management
Advisors Capital Management
New Jersey
$45.2M +$3.65M 1 1.08% Increased
212
Woodline Partners
Woodline Partners
California
$45M +$5.47M 1 0.53% Increased
213
Cerity Partners
Cerity Partners
New York
$44.8M +$279K 2 0.17% Increased
214
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$44.4M +$7.51M 1 1.02% Increased
215
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$44.2M -$8.34M 1 0.87% Reduced
216
Epoch Investment Partners
Epoch Investment Partners
New York
$43.9M +$8.31M 1 0.25% Increased
217
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$43.5M +$869K 1 0.68% Increased
218
DP
Dearborn Partners
Illinois
$43.1M +$184K 1 1.65% Increased
219
R.M. Davis Inc
R.M. Davis Inc
Maine
$43M -$2.81M 1 1.03% Reduced
220
Creative Planning
Creative Planning
Kansas
$42.7M +$810K 1 0.06% Increased
221
Bartlett & Co
Bartlett & Co
Ohio
$41.9M +$2.55M 1 0.72% Increased
222
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$41.9M +$2.55M 1 0.72% Increased
223
Welch Group
Welch Group
Alabama
$41.9M +$1.61M 1 2.4% Increased
224
PAM
Private Asset Management
California
$41.7M -$9.32M 1 8.01% Reduced
225
Pinnacle Associates
Pinnacle Associates
New York
$41.4M +$5.95M 2 0.72% Increased