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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
Beck Mack & Oliver
Beck Mack & Oliver
New York
$70.3M -$858K 1 1.43% Reduced
202
STRS Ohio
STRS Ohio
Ohio
$70.1M -$10.1M 2 0.28% Reduced
203
Allspring Global Investments
Allspring Global Investments
North Carolina
$69.8M +$15.6M 2 0.11% Increased
204
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$68.3M -$27.5M 1 0.25% Reduced
205
AIG
American International Group
New York
$67.6M -$1.21M 2 0.24% Reduced
206
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$67.6M -$1.54M 1 0.56% Reduced
207
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$66.7M +$4.65M 1 1.03% Increased
208
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$65.8M +$2.93M 1 0.23% Increased
209
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$65.4M +$4.75M 2 1.69% Increased
210
Creative Planning
Creative Planning
Kansas
$63.7M +$1.54M 1 0.07% Increased
211
Resona Asset Management
Resona Asset Management
Japan
$63.3M +$57.8M 1 0.38% New
212
CCM
Compass Capital Management
Minnesota
$63M -$6.08M 1 4.07% Reduced
213
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$62.2M -$152K 1 1.14% Reduced
214
Robeco Schweiz
Robeco Schweiz
Switzerland
$61.8M -$4.99M 2 1.08% Reduced
215
Osaic Holdings
Osaic Holdings
Arizona
$61.8M -$11.7M 3 0.14% Reduced
216
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$60.7M -$1.52M 2 0.39% Reduced
217
Welch Group
Welch Group
Alabama
$59.8M -$2.95M 1 2.97% Reduced
218
D.E. Shaw & Co
D.E. Shaw & Co
New York
$59.4M +$3.05M 2 0.05% Increased
219
Two Sigma Investments
Two Sigma Investments
New York
$59.4M -$123M 3 0.14% Reduced
220
APG Asset Management US
APG Asset Management US
New York
$58.7M +$18.3M 1 0.34% Increased
221
MAI Capital Management
MAI Capital Management
Ohio
$57.8M +$1.93M 1 0.6% Increased
222
DF Dent & Co
DF Dent & Co
Maryland
$57.6M -$5.3M 1 0.7% Reduced
223
SG Americas Securities
SG Americas Securities
New York
$57.3M +$45.7M 1 0.28% Increased
224
SFG
Sather Financial Group
Texas
$57.2M +$699K 1 4.11% Increased
225
William Blair & Company
William Blair & Company
Illinois
$56.5M +$565K 2 0.18% Increased