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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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$70.8M -$4.27M 1 0.34% Reduced
202
NSLI
Nan Shan Life Insurance
Taiwan
$70.6M +$67.5M 1 1.66% Increased
203
Voloridge Investment Management
Voloridge Investment Management
Florida
$69.8M +$29M 2 0.25% Increased
204
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$69.6M +$16.4M 2 1.63% Increased
205
Creative Planning
Creative Planning
Kansas
$69M +$1.36M 2 0.07% Increased
206
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$68.2M -$51.4M 1 0.12% Reduced
207
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$66.9M +$7.68M 2 0.18% Increased
208
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$66.6M -$5.97M 1 0.23% Reduced
209
Natixis
Natixis
France
$66.3M +$9.41M 1 0.37% Increased
210
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$65.8M +$1.13M 2 0.94% Increased
211
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$65.5M +$4.95M 1 0.21% Increased
212
Todd Asset Management
Todd Asset Management
Kentucky
$64M +$2.11M 1 1.49% Increased
213
CF
Corebridge Financial
Texas
$63.9M -$2.01M 2 0.34% Reduced
214
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$63.2M -$481K 1 0.55% Reduced
215
William Blair & Company
William Blair & Company
Illinois
$62.8M -$398K 1 0.18% Reduced
216
STRS Ohio
STRS Ohio
Ohio
$61.6M -$1.98M 2 0.24% Reduced
217
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$61.5M -$77.7K 1 1.14% Reduced
218
BAM
Berkshire Asset Management
Pennsylvania
$61M $0 1 3.1% Maintained
219
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$60.7M -$7.79M 1 0.29% Reduced
220
Wedge Capital Management
Wedge Capital Management
North Carolina
$60.3M +$9.16M 1 1.04% Increased
221
Osaic Holdings
Osaic Holdings
Arizona
$59.7M +$5.95M 3 0.13% Increased
222
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$59.4M -$610K 1 0.49% Reduced
223
Welch Group
Welch Group
Alabama
$58.9M +$768K 1 2.56% Increased
224
Resona Asset Management
Resona Asset Management
Japan
$58.9M -$1.03M 1 0.34% Reduced
225
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$58.7M +$6.83M 1 1.05% Increased