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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
Advisors Capital Management
Advisors Capital Management
New Jersey
$84.6M -$451K 1 1.48% Reduced
202
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$84.1M -$24.9M 1 1.04% Reduced
203
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$83.7M -$43.2M 2 0.37% Reduced
204
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$83M -$3.57M 2 0.25% Reduced
205
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$82.6M -$3.39M 1 0.73% Reduced
206
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$81.2M -$9.42M 1 0.77% Reduced
207
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$79.9M +$19.7M 1 0.46% Increased
208
Creative Planning
Creative Planning
Kansas
$79.7M +$4.59M 2 0.09% Increased
209
APG Asset Management US
APG Asset Management US
New York
$78M +$9.1M 1 0.45% Increased
210
Allspring Global Investments
Allspring Global Investments
North Carolina
$77.5M -$3.92M 1 0.13% Reduced
211
MIS
Morningstar Investment Services
Illinois
$77.3M -$28.9M 1 0.84% Reduced
212
CF
Corebridge Financial
Texas
$76.8M +$72.8M 2 0.42% New
213
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$75.8M -$2.54M 2 1.15% Reduced
214
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$74.6M -$8.05M 1 0.67% Reduced
215
STRS Ohio
STRS Ohio
Ohio
$74.3M -$7.66M 2 0.29% Reduced
216
William Blair & Company
William Blair & Company
Illinois
$74M +$7.09M 1 0.23% Increased
217
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$73.6M +$2.04M 2 0.46% Increased
218
Todd Asset Management
Todd Asset Management
Kentucky
$72.6M -$10.3M 1 1.51% Reduced
219
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$72.2M -$995K 1 1.37% Reduced
220
Beck Mack & Oliver
Beck Mack & Oliver
New York
$71.5M -$10.7M 1 1.48% Reduced
221
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$71.2M -$5.99M 1 0.25% Reduced
222
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$70.3M -$8.75M 1 0.6% Reduced
223
MetLife Investment Management
MetLife Investment Management
New Jersey
$70.3M +$8.67M 2 0.42% Increased
224
Resona Asset Management
Resona Asset Management
Japan
$70M -$4.12M 1 0.42% Reduced
225
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$68.6M -$48.2M 2 0.2% Reduced